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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 | $33,870 | $72,071-53.0% | $68,368-50.5% | $137,256-75.3% |
| Participation rate | 28.6% | 76.2%-47.7pp | 73.8%-45.2pp | 80.0%-51.4pp |
| Annual return | 12.91% | 353.14%-340.2pp | 292.57%-279.7pp | 220.34%-207.4pp |
| Employer contribution / active EE | $1,754 | $2,788-37.1% | $2,649-33.8% | $4,156-57.8% |
| Participant deferral / active EE | $1,588 | $4,410-64.0% | $4,123-61.5% | $6,407-75.2% |
| Admin fee / account holder | $5,200 | $5,336-2.5% | $5,150+1.0% | $12,270-57.6% |