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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 | $38,876 | $81,208-52.1% | $98,920-60.7% | $79,852-51.3% |
| Participation rate | 48.4% | 72.5%-24.1pp | 76.0%-27.6pp | 69.6%-21.3pp |
| Annual return | 8.37% | 60.99%-52.6pp | 196.47%-188.1pp | 31.72%-23.3pp |
| Employer contribution / active EE | $1,224 | $1,960-37.5% | $2,689-54.5% | $2,471-50.5% |
| Participant deferral / active EE | $1,723 | $3,265-47.2% | $4,245-59.4% | $3,740-53.9% |
| Admin fee / account holder | $780 | $6,013-87.0% | $6,643-88.3% | $5,306-85.3% |