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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 | $44,084 | $201,372-78.1% | $184,260-76.1% | $145,884-69.8% |
| Participation rate | 54.5% | 87.5%-32.9pp | 86.8%-32.3pp | 80.3%-25.8pp |
| Annual return | 7.86% | 29.04%-21.2pp | 28.84%-21.0pp | 551.85%-544.0pp |
| Employer contribution / active EE | $1,945 | $7,024-72.3% | $6,427-69.7% | $4,662-58.3% |
| Participant deferral / active EE | $4,321 | $9,808-55.9% | $9,133-52.7% | $6,690-35.4% |
| Admin fee / account holder | $2,245 | $16,362-86.3% | $13,898-83.8% | $13,392-83.2% |