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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 | $34,792 | $70,684-50.8% | $169,390-79.5% | $75,173-53.7% |
| Participation rate | 49.1% | 64.8%-15.7pp | 77.2%-28.1pp | 67.2%-18.1pp |
| Annual return | 10.78% | 36.38%-25.6pp | 406.07%-395.3pp | 160.72%-149.9pp |
| Employer contribution / active EE | $1,470 | $2,211-33.5% | $4,013-63.4% | $2,671-44.9% |
| Participant deferral / active EE | $2,822 | $4,310-34.5% | $6,222-54.6% | $4,126-31.6% |
| Admin fee / account holder | $3,778 | $5,404-30.1% | $9,015-58.1% | $5,651-33.1% |