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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 | $47,897 | $202,440-76.3% | $169,390-71.7% | $139,466-65.7% |
| Participation rate | 55.6% | 81.1%-25.6pp | 77.2%-21.6pp | 80.3%-24.8pp |
| Annual return | 7.19% | 532.36%-525.2pp | 406.07%-398.9pp | 373.66%-366.5pp |
| Employer contribution / active EE | $0 | $4,693-100.0% | $4,013-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,723 | $6,940-60.8% | $6,222-56.2% | $6,712-59.4% |
| Admin fee / account holder | $393 | $10,722-96.3% | $9,015-95.6% | $11,409-96.6% |