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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 | $42,949 | $162,136-73.5% | $152,301-71.8% | $154,746-72.2% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 8.61% | 91.02%-82.4pp | 80.50%-71.9pp | 172.34%-163.7pp |
| Employer contribution / active EE | $1,776 | $4,890-63.7% | $4,624-61.6% | $4,379-59.4% |
| Participant deferral / active EE | $4,098 | $8,341-50.9% | $8,004-48.8% | $6,730-39.1% |
| Admin fee / account holder | $1,997 | $15,759-87.3% | $14,398-86.1% | $14,365-86.1% |