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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 | $38,823 | $111,535-65.2% | $105,223-63.1% | $137,256-71.7% |
| Participation rate | 42.9% | 78.1%-35.2pp | 75.0%-32.2pp | 80.0%-37.1pp |
| Annual return | 8.98% | 237.85%-228.9pp | 180.65%-171.7pp | 220.34%-211.4pp |
| Employer contribution / active EE | $813 | $3,939-79.4% | $3,689-78.0% | $4,156-80.4% |
| Participant deferral / active EE | $2,016 | $5,500-63.3% | $5,072-60.2% | $6,407-68.5% |
| Admin fee / account holder | $14,985 | $9,721+54.1% | $8,859+69.2% | $12,270+22.1% |