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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 | $172,111-71.6% | $150,298-67.5% | $137,256-64.4% |
| Participation rate | 33.3% | 81.7%-48.4pp | 77.8%-44.4pp | 80.0%-46.6pp |
| Annual return | 9.62% | 69.37%-59.8pp | 62.79%-53.2pp | 220.34%-210.7pp |
| Employer contribution / active EE | $1,176 | $4,636-74.6% | $4,154-71.7% | $4,156-71.7% |
| Participant deferral / active EE | $10,164 | $6,166+64.9% | $5,453+86.4% | $6,407+58.6% |
| Admin fee / account holder | $960 | $16,471-94.2% | $14,116-93.2% | $12,270-92.2% |