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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 | $54,081 | $124,314-56.5% | $109,163-50.5% | $167,518-67.7% |
| Participation rate | 41.7% | 79.4%-37.8pp | 75.9%-34.2pp | 82.1%-40.4pp |
| Annual return | 9.33% | 26.04%-16.7pp | 25.75%-16.4pp | 478.71%-469.4pp |
| Employer contribution / active EE | $821 | $4,209-80.5% | $3,723-78.0% | $4,838-83.0% |
| Participant deferral / active EE | $4,800 | $5,256-8.7% | $4,654+3.1% | $6,342-24.3% |
| Admin fee / account holder | $542 | $7,973-93.2% | $6,754-92.0% | $12,312-95.6% |