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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 | $40,050 | $96,643-58.6% | $86,617-53.8% | $139,456-71.3% |
| Participation rate | 58.8% | 74.4%-15.6pp | 71.7%-12.9pp | 80.3%-21.5pp |
| Annual return | 5.59% | 106.57%-101.0pp | 591.91%-586.3pp | 373.45%-367.9pp |
| Employer contribution / active EE | $1,328 | $3,264-59.3% | $3,023-56.1% | $4,753-72.1% |
| Participant deferral / active EE | $1,836 | $4,835-62.0% | $4,437-58.6% | $6,711-72.6% |
| Admin fee / account holder | $4,640 | $6,406-27.6% | $5,613-17.3% | $11,407-59.3% |