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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 | $46,687 | $184,014-74.6% | $161,149-71.0% | $138,895-66.4% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.8%-12.2pp | 79.9%-13.3pp |
| Annual return | 7.41% | 21.52%-14.1pp | 21.16%-13.7pp | 145.39%-138.0pp |
| Employer contribution / active EE | $1,931 | $5,055-61.8% | $4,360-55.7% | $4,194-54.0% |
| Participant deferral / active EE | $4,275 | $6,909-38.1% | $6,153-30.5% | $6,396-33.2% |
| Admin fee / account holder | $2,295 | $18,027-87.3% | $15,194-84.9% | $12,562-81.7% |