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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 | $42,812 | $217,432-80.3% | $185,851-77.0% | $167,553-74.4% |
| Participation rate | 54.5% | 86.1%-31.5pp | 81.7%-27.2pp | 82.1%-27.6pp |
| Annual return | 7.13% | 148.43%-141.3pp | 122.11%-115.0pp | 478.89%-471.8pp |
| Employer contribution / active EE | $1,553 | $5,874-73.6% | $5,168-70.0% | $4,840-67.9% |
| Participant deferral / active EE | $4,231 | $6,357-33.4% | $5,569-24.0% | $6,343-33.3% |
| Admin fee / account holder | $665 | $19,820-96.6% | $16,245-95.9% | $12,316-94.6% |