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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 | $54,869 | $156,398-64.9% | $147,318-62.8% | $138,895-60.5% |
| Participation rate | 45.5% | 83.8%-38.3pp | 82.1%-36.6pp | 79.9%-34.5pp |
| Annual return | 11.94% | 78.75%-66.8pp | 70.43%-58.5pp | 145.39%-133.5pp |
| Employer contribution / active EE | $1,186 | $4,853-75.6% | $4,593-74.2% | $4,194-71.7% |
| Participant deferral / active EE | $3,983 | $8,237-51.6% | $7,906-49.6% | $6,396-37.7% |
| Admin fee / account holder | $607 | $14,976-95.9% | $13,708-95.6% | $12,562-95.2% |