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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 | $49,889 | $165,381-69.8% | $149,730-66.7% | $158,966-68.6% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 5.15% | 348.29%-343.1pp | 276.70%-271.5pp | 302.95%-297.8pp |
| Employer contribution / active EE | $942 | $5,104-81.5% | $4,645-79.7% | $4,762-80.2% |
| Participant deferral / active EE | $3,015 | $7,182-58.0% | $6,843-55.9% | $5,983-49.6% |
| Admin fee / account holder | $1,567 | $10,809-85.5% | $9,310-83.2% | $11,250-86.1% |