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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 | $84,539 | $183,627-54.0% | $155,602-45.7% | $145,978-42.1% |
| Participation rate | 47.8% | 82.7%-34.9pp | 78.2%-30.4pp | 80.3%-32.5pp |
| Annual return | 7.27% | 61.32%-54.0pp | 64.81%-57.5pp | 550.52%-543.2pp |
| Employer contribution / active EE | $1,047 | $5,316-80.3% | $4,675-77.6% | $4,662-77.5% |
| Participant deferral / active EE | $3,286 | $6,466-49.2% | $5,629-41.6% | $6,690-50.9% |
| Admin fee / account holder | $640 | $19,327-96.7% | $15,923-96.0% | $13,400-95.2% |