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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 | $58,277 | $172,111-66.1% | $150,298-61.2% | $137,256-57.5% |
| Participation rate | 56.3% | 81.7%-25.5pp | 77.8%-21.5pp | 80.0%-23.7pp |
| Annual return | 5.26% | 69.37%-64.1pp | 62.79%-57.5pp | 220.34%-215.1pp |
| Employer contribution / active EE | $1,763 | $4,636-62.0% | $4,154-57.6% | $4,156-57.6% |
| Participant deferral / active EE | $1,949 | $6,166-68.4% | $5,453-64.3% | $6,407-69.6% |
| Admin fee / account holder | $447 | $16,471-97.3% | $14,116-96.8% | $12,270-96.4% |