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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 | $52,607 | $72,071-27.0% | $68,368-23.1% | $137,256-61.7% |
| Participation rate | 43.8% | 76.2%-32.5pp | 73.8%-30.0pp | 80.0%-36.2pp |
| Annual return | 12.85% | 353.14%-340.3pp | 292.57%-279.7pp | 220.34%-207.5pp |
| Employer contribution / active EE | $1,186 | $2,788-57.5% | $2,649-55.2% | $4,156-71.5% |
| Participant deferral / active EE | $1,547 | $4,410-64.9% | $4,123-62.5% | $6,407-75.9% |
| Admin fee / account holder | $5,574 | $5,336+4.5% | $5,150+8.2% | $12,270-54.6% |