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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 | $41,923 | $72,071-41.8% | $68,368-38.7% | $137,256-69.5% |
| Participation rate | 52.9% | 76.2%-23.3pp | 73.8%-20.8pp | 80.0%-27.0pp |
| Annual return | 10.70% | 353.14%-342.4pp | 292.57%-281.9pp | 220.34%-209.6pp |
| Employer contribution / active EE | $2,243 | $2,788-19.6% | $2,649-15.3% | $4,156-46.0% |
| Participant deferral / active EE | $3,952 | $4,410-10.4% | $4,123-4.2% | $6,407-38.3% |
| Admin fee / account holder | $419 | $5,336-92.1% | $5,150-91.9% | $12,270-96.6% |