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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 | $49,107 | $172,111-71.5% | $150,298-67.3% | $137,256-64.2% |
| Participation rate | 37.5% | 81.7%-44.2pp | 77.8%-40.3pp | 80.0%-42.5pp |
| Annual return | 10.94% | 69.37%-58.4pp | 62.79%-51.8pp | 220.34%-209.4pp |
| Employer contribution / active EE | $1,148 | $4,636-75.2% | $4,154-72.4% | $4,156-72.4% |
| Participant deferral / active EE | $1,933 | $6,166-68.7% | $5,453-64.6% | $6,407-69.8% |
| Admin fee / account holder | $745 | $16,471-95.5% | $14,116-94.7% | $12,270-93.9% |