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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 | $36,291 | $54,690-33.6% | $76,030-52.3% | $74,478-51.3% |
| Participation rate | 48.8% | 60.3%-11.5pp | 69.1%-20.3pp | 67.2%-18.4pp |
| Annual return | 10.15% | 31.92%-21.8pp | 361.54%-351.4pp | 1370.56%-1360.4pp |
| Employer contribution / active EE | $1,828 | $1,781+2.6% | $2,688-32.0% | $2,626-30.4% |
| Participant deferral / active EE | $3,633 | $3,070+18.3% | $4,257-14.7% | $4,350-16.5% |
| Admin fee / account holder | $1,703 | $2,240-24.0% | $6,421-73.5% | $1,946-12.5% |