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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 | $43,047 | $183,516-76.5% | $155,534-72.3% | $145,884-70.5% |
| Participation rate | 55.6% | 82.7%-27.1pp | 78.2%-22.7pp | 80.3%-24.7pp |
| Annual return | 5.11% | 61.43%-56.3pp | 64.92%-59.8pp | 551.85%-546.7pp |
| Employer contribution / active EE | $1,958 | $5,315-63.2% | $4,675-58.1% | $4,662-58.0% |
| Participant deferral / active EE | $3,963 | $6,467-38.7% | $5,630-29.6% | $6,690-40.8% |
| Admin fee / account holder | $1,948 | $19,293-89.9% | $15,900-87.7% | $13,392-85.5% |