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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 | $43,812 | $49,897-12.2% | $80,648-45.7% | $75,177-41.7% |
| Participation rate | 35.2% | 55.3%-20.1pp | 67.0%-31.8pp | 67.2%-32.0pp |
| Annual return | 12.92% | 34.68%-21.8pp | 937.21%-924.3pp | 160.75%-147.8pp |
| Employer contribution / active EE | $1,871 | $1,699+10.2% | $2,724-31.3% | $2,671-29.9% |
| Participant deferral / active EE | $4,164 | $2,992+39.2% | $4,443-6.3% | $4,126+0.9% |
| Admin fee / account holder | $12,622 | $3,579+252.7% | $5,382+134.5% | $5,651+123.3% |