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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 | $41,630 | $58,311-28.6% | $81,882-49.2% | $80,959-48.6% |
| Participation rate | 54.0% | 63.5%-9.5pp | 72.4%-18.4pp | 67.7%-13.7pp |
| Annual return | 10.54% | 41.85%-31.3pp | 779.47%-768.9pp | 35.67%-25.1pp |
| Employer contribution / active EE | $1,246 | $2,347-46.9% | $2,916-57.3% | $2,757-54.8% |
| Participant deferral / active EE | $2,816 | $3,287-14.3% | $4,323-34.9% | $4,300-34.5% |
| Admin fee / account holder | $4,023 | $4,752-15.4% | $7,360-45.3% | $6,925-41.9% |