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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 | $46,259 | $183,516-74.8% | $155,534-70.3% | $145,884-68.3% |
| Participation rate | 52.4% | 82.7%-30.3pp | 78.2%-25.8pp | 80.3%-27.9pp |
| Annual return | 7.76% | 61.43%-53.7pp | 64.92%-57.2pp | 551.85%-544.1pp |
| Employer contribution / active EE | $1,098 | $5,315-79.3% | $4,675-76.5% | $4,662-76.5% |
| Participant deferral / active EE | $2,292 | $6,467-64.6% | $5,630-59.3% | $6,690-65.7% |
| Admin fee / account holder | $6,086 | $19,293-68.5% | $15,900-61.7% | $13,392-54.6% |