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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 | $48,900 | $185,312-73.6% | $161,489-69.7% | $154,746-68.4% |
| Participation rate | 33.3% | 82.5%-49.1pp | 78.7%-45.4pp | 80.7%-47.4pp |
| Annual return | 9.62% | 103.84%-94.2pp | 89.72%-80.1pp | 172.34%-162.7pp |
| Employer contribution / active EE | $1,176 | $4,769-75.3% | $4,268-72.4% | $4,379-73.1% |
| Participant deferral / active EE | $10,164 | $6,350+60.1% | $5,630+80.5% | $6,730+51.0% |
| Admin fee / account holder | $960 | $18,654-94.9% | $16,006-94.0% | $14,365-93.3% |