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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 | $76,840 | $201,370-61.8% | $184,256-58.3% | $145,897-47.3% |
| Participation rate | 45.5% | 87.5%-42.0pp | 86.8%-41.4pp | 80.3%-34.9pp |
| Annual return | 7.37% | 29.05%-21.7pp | 28.85%-21.5pp | 552.29%-544.9pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,504 | $9,808-64.3% | $9,133-61.6% | $6,689-47.6% |
| Admin fee / account holder | $603 | $16,364-96.3% | $13,899-95.7% | $13,390-95.5% |