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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 | $154,228-72.2% | $145,433-70.5% | $137,256-68.7% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 8.61% | 74.59%-66.0pp | 66.58%-58.0pp | 220.34%-211.7pp |
| Employer contribution / active EE | $1,776 | $4,804-63.0% | $4,554-61.0% | $4,156-57.3% |
| Participant deferral / active EE | $4,098 | $8,216-50.1% | $7,897-48.1% | $6,407-36.0% |
| Admin fee / account holder | $1,997 | $14,344-86.1% | $13,129-84.8% | $12,270-83.7% |