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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 | $44,045 | $217,432-79.7% | $185,849-76.3% | $167,536-73.7% |
| Participation rate | 66.7% | 86.1%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 3.88% | 148.42%-144.5pp | 122.10%-118.2pp | 478.82%-474.9pp |
| Employer contribution / active EE | $1,615 | $5,875-72.5% | $5,169-68.8% | $4,839-66.6% |
| Participant deferral / active EE | $3,906 | $6,357-38.6% | $5,569-29.9% | $6,342-38.4% |
| Admin fee / account holder | $4,690 | $19,818-76.3% | $16,244-71.1% | $12,315-61.9% |