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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 | $36,403 | $209,425-82.6% | $178,499-79.6% | $158,966-77.1% |
| Participation rate | 57.1% | 86.4%-29.2pp | 81.9%-24.8pp | 82.0%-24.8pp |
| Annual return | 5.33% | 188.80%-183.5pp | 151.10%-145.8pp | 302.95%-297.6pp |
| Employer contribution / active EE | $1,311 | $5,707-77.0% | $5,011-73.8% | $4,762-72.5% |
| Participant deferral / active EE | $4,434 | $5,955-25.5% | $5,202-14.8% | $5,983-25.9% |
| Admin fee / account holder | $330 | $17,078-98.1% | $13,986-97.6% | $11,250-97.1% |