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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 | $52,079 | $129,737-59.9% | $119,126-56.3% | $154,746-66.3% |
| Participation rate | 68.8% | 78.9%-10.1pp | 75.8%-7.0pp | 80.7%-12.0pp |
| Annual return | 4.30% | 379.08%-374.8pp | 282.11%-277.8pp | 172.34%-168.0pp |
| Employer contribution / active EE | $1,548 | $4,375-64.6% | $4,034-61.6% | $4,379-64.7% |
| Participant deferral / active EE | $5,125 | $5,842-12.3% | $5,318-3.6% | $6,730-23.9% |
| Admin fee / account holder | $2,182 | $11,961-81.8% | $10,693-79.6% | $14,365-84.8% |