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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 | $49,621 | $162,136-69.4% | $152,301-67.4% | $154,746-67.9% |
| Participation rate | 33.3% | 84.1%-50.8pp | 82.4%-49.1pp | 80.7%-47.4pp |
| Annual return | 11.24% | 91.02%-79.8pp | 80.50%-69.3pp | 172.34%-161.1pp |
| Employer contribution / active EE | $922 | $4,890-81.1% | $4,624-80.1% | $4,379-78.9% |
| Participant deferral / active EE | $3,270 | $8,341-60.8% | $8,004-59.1% | $6,730-51.4% |
| Admin fee / account holder | $6,217 | $15,759-60.5% | $14,398-56.8% | $14,365-56.7% |