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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 | $45,349 | $202,342-77.6% | $172,753-73.7% | $152,909-70.3% |
| Participation rate | 45.5% | 87.1%-41.6pp | 82.6%-37.2pp | 82.5%-37.0pp |
| Annual return | 3.61% | 1029.88%-1026.3pp | 803.00%-799.4pp | 345.46%-341.9pp |
| Employer contribution / active EE | $1,361 | $5,857-76.8% | $5,144-73.5% | $4,764-71.4% |
| Participant deferral / active EE | $2,475 | $5,948-58.4% | $5,198-52.4% | $5,851-57.7% |
| Admin fee / account holder | $3,316 | $17,112-80.6% | $13,956-76.2% | $11,601-71.4% |