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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 | $45,836 | $161,352-71.6% | $134,172-65.8% | $137,256-66.6% |
| Participation rate | 54.2% | 78.3%-24.1pp | 72.5%-18.3pp | 80.0%-25.8pp |
| Annual return | 8.65% | 28.72%-20.1pp | 25.30%-16.7pp | 220.34%-211.7pp |
| Employer contribution / active EE | $930 | $4,099-77.3% | $3,420-72.8% | $4,156-77.6% |
| Participant deferral / active EE | $1,350 | $5,552-75.7% | $4,690-71.2% | $6,407-78.9% |
| Admin fee / account holder | $19,883 | $15,028+32.3% | $12,016+65.5% | $12,270+62.0% |