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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 | $45,455 | $29,319+55.0% | $52,425-13.3% | $82,448-44.9% |
| Participation rate | 26.8% | 46.9%-20.1pp | 55.6%-28.8pp | 68.1%-41.3pp |
| Annual return | 14.36% | 535.20%-520.8pp | 302.12%-287.8pp | 41.64%-27.3pp |
| Employer contribution / active EE | $467 | $586-20.4% | $914-48.9% | $2,551-81.7% |
| Participant deferral / active EE | $1,379 | $1,171+17.8% | $1,790-23.0% | $4,139-66.7% |
| Admin fee / account holder | $1,896 | $1,962-3.4% | $2,495-24.0% | $7,234-73.8% |