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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 | $45,574 | $159,978-71.5% | $147,041-69.0% | $145,978-68.8% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 6.16% | 98.36%-92.2pp | 419.21%-413.0pp | 550.52%-544.4pp |
| Employer contribution / active EE | $1,700 | $5,288-67.9% | $4,935-65.6% | $4,662-63.5% |
| Participant deferral / active EE | $2,805 | $8,429-66.7% | $8,071-65.2% | $6,690-58.1% |
| Admin fee / account holder | $453 | $15,053-97.0% | $13,006-96.5% | $13,400-96.6% |