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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 | $45,121 | $208,088-78.3% | $186,193-75.8% | $154,746-70.8% |
| Participation rate | 57.1% | 80.0%-22.9pp | 77.1%-20.0pp | 80.7%-23.6pp |
| Annual return | 6.27% | 89.97%-83.7pp | 78.03%-71.8pp | 172.34%-166.1pp |
| Employer contribution / active EE | $711 | $4,340-83.6% | $3,918-81.9% | $4,379-83.8% |
| Participant deferral / active EE | $1,422 | $7,078-79.9% | $6,513-78.2% | $6,730-78.9% |
| Admin fee / account holder | $5,048 | $11,698-56.9% | $11,058-54.4% | $14,365-64.9% |