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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 | $43,302 | $183,539-76.4% | $155,556-72.2% | $145,897-70.3% |
| Participation rate | 61.9% | 82.7%-20.8pp | 78.2%-16.3pp | 80.3%-18.4pp |
| Annual return | 7.97% | 61.31%-53.3pp | 64.84%-56.9pp | 552.29%-544.3pp |
| Employer contribution / active EE | $1,234 | $5,315-76.8% | $4,675-73.6% | $4,663-73.5% |
| Participant deferral / active EE | $2,606 | $6,467-59.7% | $5,631-53.7% | $6,689-61.0% |
| Admin fee / account holder | $603 | $19,275-96.9% | $15,885-96.2% | $13,390-95.5% |