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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 | $70,366-78.2% | $66,674-77.0% | $138,895-89.0% |
| Participation rate | 57.1% | 76.2%-19.0pp | 73.7%-16.5pp | 79.9%-22.8pp |
| Annual return | 12.40% | 386.41%-374.0pp | 321.24%-308.8pp | 145.39%-133.0pp |
| Employer contribution / active EE | $1,618 | $2,765-41.5% | $2,620-38.3% | $4,194-61.4% |
| Participant deferral / active EE | $2,603 | $4,374-40.5% | $4,084-36.3% | $6,396-59.3% |
| Admin fee / account holder | $5,242 | $5,262-0.4% | $5,098+2.8% | $12,562-58.3% |