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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 | $41,411 | $72,071-42.5% | $68,368-39.4% | $137,256-69.8% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.8%-11.3pp | 80.0%-17.5pp |
| Annual return | 12.56% | 353.14%-340.6pp | 292.57%-280.0pp | 220.34%-207.8pp |
| Employer contribution / active EE | $924 | $2,788-66.8% | $2,649-65.1% | $4,156-77.8% |
| Participant deferral / active EE | $3,553 | $4,410-19.4% | $4,123-13.8% | $6,407-44.5% |
| Admin fee / account holder | $7,723 | $5,336+44.7% | $5,150+50.0% | $12,270-37.1% |