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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 | $24,207 | $183,516-86.8% | $155,534-84.4% | $145,884-83.4% |
| Participation rate | 56.3% | 82.7%-26.5pp | 78.2%-22.0pp | 80.3%-24.1pp |
| Annual return | 5.05% | 61.43%-56.4pp | 64.92%-59.9pp | 551.85%-546.8pp |
| Employer contribution / active EE | $1,222 | $5,315-77.0% | $4,675-73.9% | $4,662-73.8% |
| Participant deferral / active EE | $2,227 | $6,467-65.6% | $5,630-60.4% | $6,690-66.7% |
| Admin fee / account holder | $607 | $19,293-96.9% | $15,900-96.2% | $13,392-95.5% |