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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 | $29,181 | $178,174-83.6% | $156,181-81.3% | $137,256-78.7% |
| Participation rate | 46.2% | 82.0%-35.9pp | 78.8%-32.7pp | 80.0%-33.8pp |
| Annual return | 5.95% | 84.19%-78.2pp | 64.87%-58.9pp | 220.34%-214.4pp |
| Employer contribution / active EE | $1,920 | $4,972-61.4% | $4,294-55.3% | $4,156-53.8% |
| Participant deferral / active EE | $4,515 | $6,888-34.5% | $6,132-26.4% | $6,407-29.5% |
| Admin fee / account holder | $49,658 | $17,404+185.3% | $14,586+240.4% | $12,270+304.7% |