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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 | $35,311 | $118,877-70.3% | $96,570-63.4% | $167,536-78.9% |
| Participation rate | 43.8% | 75.5%-31.7pp | 69.8%-26.1pp | 82.1%-38.4pp |
| Annual return | 6.47% | 50.50%-44.0pp | 37.79%-31.3pp | 478.82%-472.3pp |
| Employer contribution / active EE | $1,409 | $3,121-54.9% | $2,357-40.2% | $4,839-70.9% |
| Participant deferral / active EE | $2,221 | $4,617-51.9% | $3,849-42.3% | $6,342-65.0% |
| Admin fee / account holder | $12,288 | $8,069+52.3% | $6,182+98.8% | $12,315-0.2% |