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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 | $42,144 | $72,071-41.5% | $68,368-38.4% | $137,256-69.3% |
| Participation rate | 44.4% | 76.2%-31.8pp | 73.8%-29.3pp | 80.0%-35.5pp |
| Annual return | 8.72% | 353.14%-344.4pp | 292.57%-283.9pp | 220.34%-211.6pp |
| Employer contribution / active EE | $2,356 | $2,788-15.5% | $2,649-11.1% | $4,156-43.3% |
| Participant deferral / active EE | $1,570 | $4,410-64.4% | $4,123-61.9% | $6,407-75.5% |
| Admin fee / account holder | $1,576 | $5,336-70.5% | $5,150-69.4% | $12,270-87.2% |