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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 | $45,724 | $111,535-59.0% | $105,223-56.5% | $137,256-66.7% |
| Participation rate | 44.4% | 78.1%-33.6pp | 75.0%-30.6pp | 80.0%-35.5pp |
| Annual return | 6.50% | 237.85%-231.4pp | 180.65%-174.1pp | 220.34%-213.8pp |
| Employer contribution / active EE | $1,997 | $3,939-49.3% | $3,689-45.8% | $4,156-51.9% |
| Participant deferral / active EE | $2,032 | $5,500-63.1% | $5,072-59.9% | $6,407-68.3% |
| Admin fee / account holder | $4,555 | $9,721-53.1% | $8,859-48.6% | $12,270-62.9% |