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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 | $42,284 | $49,897-15.3% | $80,648-47.6% | $75,177-43.8% |
| Participation rate | 22.4% | 55.3%-32.9pp | 67.0%-44.6pp | 67.2%-44.8pp |
| Annual return | 12.69% | 34.68%-22.0pp | 937.21%-924.5pp | 160.75%-148.1pp |
| Employer contribution / active EE | $1,848 | $1,699+8.8% | $2,724-32.1% | $2,671-30.8% |
| Participant deferral / active EE | $7,071 | $2,992+136.3% | $4,443+59.1% | $4,126+71.4% |
| Admin fee / account holder | $6,719 | $3,579+87.7% | $5,382+24.8% | $5,651+18.9% |