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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 | $16,835 | $72,071-76.6% | $68,368-75.4% | $137,256-87.7% |
| Participation rate | 57.1% | 76.2%-19.1pp | 73.8%-16.6pp | 80.0%-22.8pp |
| Annual return | 13.02% | 353.14%-340.1pp | 292.57%-279.6pp | 220.34%-207.3pp |
| Employer contribution / active EE | $1,308 | $2,788-53.1% | $2,649-50.6% | $4,156-68.5% |
| Participant deferral / active EE | $1,833 | $4,410-58.4% | $4,123-55.5% | $6,407-71.4% |
| Admin fee / account holder | $9,076 | $5,336+70.1% | $5,150+76.2% | $12,270-26.0% |