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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 | $15,309 | $72,071-78.8% | $68,368-77.6% | $137,256-88.8% |
| Participation rate | 57.1% | 76.2%-19.1pp | 73.8%-16.6pp | 80.0%-22.8pp |
| Annual return | 12.40% | 353.14%-340.7pp | 292.57%-280.2pp | 220.34%-207.9pp |
| Employer contribution / active EE | $1,618 | $2,788-42.0% | $2,649-38.9% | $4,156-61.1% |
| Participant deferral / active EE | $2,603 | $4,410-41.0% | $4,123-36.9% | $6,407-59.4% |
| Admin fee / account holder | $5,242 | $5,336-1.8% | $5,150+1.8% | $12,270-57.3% |