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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 | $36,309 | $183,516-80.2% | $155,534-76.7% | $145,884-75.1% |
| Participation rate | 53.8% | 82.7%-28.9pp | 78.2%-24.4pp | 80.3%-26.5pp |
| Annual return | 3.87% | 61.43%-57.6pp | 64.92%-61.0pp | 551.85%-548.0pp |
| Employer contribution / active EE | $1,099 | $5,315-79.3% | $4,675-76.5% | $4,662-76.4% |
| Participant deferral / active EE | $3,564 | $6,467-44.9% | $5,630-36.7% | $6,690-46.7% |
| Admin fee / account holder | $3,280 | $19,293-83.0% | $15,900-79.4% | $13,392-75.5% |