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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 | $27,442 | $148,629-81.5% | $135,982-79.8% | $139,487-80.3% |
| Participation rate | 46.2% | 83.9%-37.7pp | 81.9%-35.8pp | 80.3%-34.2pp |
| Annual return | 11.60% | 79.33%-67.7pp | 68.32%-56.7pp | 373.84%-362.2pp |
| Employer contribution / active EE | $1,801 | $5,247-65.7% | $4,859-62.9% | $4,755-62.1% |
| Participant deferral / active EE | $3,808 | $8,102-53.0% | $7,760-50.9% | $6,713-43.3% |
| Admin fee / account holder | $2,341 | $12,406-81.1% | $10,767-78.3% | $11,407-79.5% |