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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 | $52,832 | $174,379-69.7% | $152,093-65.3% | $138,895-62.0% |
| Participation rate | 40.0% | 81.6%-41.6pp | 77.8%-37.8pp | 79.9%-39.9pp |
| Annual return | 9.61% | 74.86%-65.3pp | 66.36%-56.8pp | 145.39%-135.8pp |
| Employer contribution / active EE | $985 | $4,652-78.8% | $4,175-76.4% | $4,194-76.5% |
| Participant deferral / active EE | $3,640 | $6,159-40.9% | $5,451-33.2% | $6,396-43.1% |
| Admin fee / account holder | $11,391 | $16,880-32.5% | $14,497-21.4% | $12,562-9.3% |