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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 | $26,756 | $72,071-62.9% | $68,368-60.9% | $137,256-80.5% |
| Participation rate | 53.8% | 76.2%-22.4pp | 73.8%-19.9pp | 80.0%-26.1pp |
| Annual return | 10.74% | 353.14%-342.4pp | 292.57%-281.8pp | 220.34%-209.6pp |
| Employer contribution / active EE | $3,330 | $2,788+19.4% | $2,649+25.7% | $4,156-19.9% |
| Participant deferral / active EE | $1,481 | $4,410-66.4% | $4,123-64.1% | $6,407-76.9% |
| Admin fee / account holder | $4,315 | $5,336-19.1% | $5,150-16.2% | $12,270-64.8% |