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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 | $56,483 | $72,071-21.6% | $68,368-17.4% | $137,256-58.8% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.8%-33.8pp | 80.0%-40.0pp |
| Annual return | 9.53% | 353.14%-343.6pp | 292.57%-283.0pp | 220.34%-210.8pp |
| Employer contribution / active EE | $988 | $2,788-64.5% | $2,649-62.7% | $4,156-76.2% |
| Participant deferral / active EE | $2,223 | $4,410-49.6% | $4,123-46.1% | $6,407-65.3% |
| Admin fee / account holder | $4,250 | $5,336-20.3% | $5,150-17.5% | $12,270-65.4% |