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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 | $58,241-28.5% | $81,780-49.1% | $80,911-48.5% |
| Participation rate | 54.0% | 63.4%-9.5pp | 72.4%-18.4pp | 67.6%-13.7pp |
| Annual return | 10.54% | 41.73%-31.2pp | 776.27%-765.7pp | 35.63%-25.1pp |
| Employer contribution / active EE | $1,246 | $2,343-46.8% | $2,914-57.2% | $2,756-54.8% |
| Participant deferral / active EE | $2,816 | $3,283-14.2% | $4,321-34.8% | $4,297-34.5% |
| Admin fee / account holder | $4,023 | $4,973-19.1% | $7,384-45.5% | $6,935-42.0% |