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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 | $44,933 | $154,228-70.9% | $145,433-69.1% | $137,256-67.3% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 4.08% | 74.59%-70.5pp | 66.58%-62.5pp | 220.34%-216.3pp |
| Employer contribution / active EE | $858 | $4,804-82.1% | $4,554-81.2% | $4,156-79.4% |
| Participant deferral / active EE | $4,491 | $8,216-45.3% | $7,897-43.1% | $6,407-29.9% |
| Admin fee / account holder | $485 | $14,344-96.6% | $13,129-96.3% | $12,270-96.1% |