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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 | $55,108 | $202,342-72.8% | $172,752-68.1% | $152,897-64.0% |
| Participation rate | 42.9% | 87.1%-44.2pp | 82.6%-39.8pp | 82.5%-39.6pp |
| Annual return | 5.14% | 1029.83%-1024.7pp | 802.97%-797.8pp | 345.43%-340.3pp |
| Employer contribution / active EE | $1,936 | $5,858-66.9% | $5,144-62.4% | $4,764-59.4% |
| Participant deferral / active EE | $2,866 | $5,948-51.8% | $5,198-44.9% | $5,851-51.0% |
| Admin fee / account holder | $3,450 | $17,111-79.8% | $13,955-75.3% | $11,599-70.3% |