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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 | $31,918 | $102,422-68.8% | $147,117-78.3% | $80,959-60.6% |
| Participation rate | 39.5% | 75.9%-36.4pp | 82.2%-42.7pp | 67.7%-28.2pp |
| Annual return | 11.31% | 135.16%-123.8pp | 420.54%-409.2pp | 35.67%-24.4pp |
| Employer contribution / active EE | $2,244 | $3,717-39.6% | $4,932-54.5% | $2,757-18.6% |
| Participant deferral / active EE | $4,896 | $6,652-26.4% | $8,065-39.3% | $4,300+13.8% |
| Admin fee / account holder | $4,208 | $7,953-47.1% | $12,993-67.6% | $6,925-39.2% |