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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 | $45,758 | $166,131-72.5% | $164,975-72.3% | $145,877-68.6% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 8.48% | 100.37%-91.9pp | 70.12%-61.6pp | 551.28%-542.8pp |
| Employer contribution / active EE | $1,555 | $5,276-70.5% | $4,343-64.2% | $4,663-66.7% |
| Participant deferral / active EE | $2,333 | $6,962-66.5% | $6,033-61.3% | $6,691-65.1% |
| Admin fee / account holder | $744 | $16,648-95.5% | $12,688-94.1% | $13,402-94.4% |