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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 | $45,505 | $148,582-69.4% | $135,942-66.5% | $139,456-67.4% |
| Participation rate | 59.1% | 83.9%-24.8pp | 81.9%-22.8pp | 80.3%-21.2pp |
| Annual return | 11.67% | 79.26%-67.6pp | 68.28%-56.6pp | 373.45%-361.8pp |
| Employer contribution / active EE | $1,439 | $5,245-72.6% | $4,858-70.4% | $4,753-69.7% |
| Participant deferral / active EE | $2,494 | $8,101-69.2% | $7,759-67.9% | $6,711-62.8% |
| Admin fee / account holder | $1,910 | $12,402-84.6% | $10,764-82.3% | $11,407-83.3% |