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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 | $48,032 | $172,111-72.1% | $150,298-68.0% | $137,256-65.0% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 6.44% | 69.37%-62.9pp | 62.79%-56.4pp | 220.34%-213.9pp |
| Employer contribution / active EE | $2,406 | $4,636-48.1% | $4,154-42.1% | $4,156-42.1% |
| Participant deferral / active EE | $3,408 | $6,166-44.7% | $5,453-37.5% | $6,407-46.8% |
| Admin fee / account holder | $4,942 | $16,471-70.0% | $14,116-65.0% | $12,270-59.7% |