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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 | $84,563 | $154,754-45.4% | $124,206-31.9% | $138,895-39.1% |
| Participation rate | 45.5% | 75.5%-30.0pp | 69.6%-24.1pp | 79.9%-34.5pp |
| Annual return | 7.93% | 709.28%-701.4pp | 515.27%-507.3pp | 145.39%-137.5pp |
| Employer contribution / active EE | $1,417 | $4,446-68.1% | $3,540-60.0% | $4,194-66.2% |
| Participant deferral / active EE | $2,449 | $4,621-47.0% | $3,968-38.3% | $6,396-61.7% |
| Admin fee / account holder | $1,385 | $6,690-79.3% | $5,929-76.6% | $12,562-89.0% |