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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,018 | $217,430-76.5% | $185,854-72.5% | $167,560-69.6% |
| Participation rate | 66.7% | 86.1%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 4.99% | 148.44%-143.5pp | 122.12%-117.1pp | 478.94%-474.0pp |
| Employer contribution / active EE | $2,396 | $5,875-59.2% | $5,169-53.6% | $4,840-50.5% |
| Participant deferral / active EE | $2,739 | $6,357-56.9% | $5,569-50.8% | $6,343-56.8% |
| Admin fee / account holder | $1,047 | $19,821-94.7% | $16,246-93.6% | $12,317-91.5% |