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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 | $45,240 | $148,582-69.6% | $135,942-66.7% | $139,456-67.6% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 8.09% | 79.26%-71.2pp | 68.28%-60.2pp | 373.45%-365.4pp |
| Employer contribution / active EE | $1,156 | $5,245-78.0% | $4,858-76.2% | $4,753-75.7% |
| Participant deferral / active EE | $2,868 | $8,101-64.6% | $7,759-63.0% | $6,711-57.3% |
| Admin fee / account holder | $13,720 | $12,402+10.6% | $10,764+27.5% | $11,407+20.3% |