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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 | $41,800 | $111,535-62.5% | $105,223-60.3% | $137,256-69.5% |
| Participation rate | 46.7% | 78.1%-31.4pp | 75.0%-28.4pp | 80.0%-33.3pp |
| Annual return | 11.23% | 237.85%-226.6pp | 180.65%-169.4pp | 220.34%-209.1pp |
| Employer contribution / active EE | $1,363 | $3,939-65.4% | $3,689-63.0% | $4,156-67.2% |
| Participant deferral / active EE | $2,327 | $5,500-57.7% | $5,072-54.1% | $6,407-63.7% |
| Admin fee / account holder | $4,674 | $9,721-51.9% | $8,859-47.2% | $12,270-61.9% |