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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 | $44,935 | $111,535-59.7% | $105,223-57.3% | $137,256-67.3% |
| Participation rate | 27.3% | 78.1%-50.8pp | 75.0%-47.8pp | 80.0%-52.7pp |
| Annual return | 7.94% | 237.85%-229.9pp | 180.65%-172.7pp | 220.34%-212.4pp |
| Employer contribution / active EE | $970 | $3,939-75.4% | $3,689-73.7% | $4,156-76.7% |
| Participant deferral / active EE | $3,278 | $5,500-40.4% | $5,072-35.4% | $6,407-48.8% |
| Admin fee / account holder | $16,205 | $9,721+66.7% | $8,859+82.9% | $12,270+32.1% |