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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 | $25,619 | $202,460-87.3% | $169,385-84.9% | $139,456-81.6% |
| Participation rate | 50.0% | 81.1%-31.1pp | 77.2%-27.2pp | 80.3%-30.3pp |
| Annual return | 5.84% | 532.07%-526.2pp | 405.82%-400.0pp | 373.45%-367.6pp |
| Employer contribution / active EE | $1,442 | $4,691-69.3% | $4,012-64.0% | $4,753-69.7% |
| Participant deferral / active EE | $2,650 | $6,938-61.8% | $6,221-57.4% | $6,711-60.5% |
| Admin fee / account holder | $4,713 | $10,719-56.0% | $9,011-47.7% | $11,407-58.7% |