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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 | $61,150 | $72,071-15.2% | $68,368-10.6% | $137,256-55.4% |
| Participation rate | 44.4% | 76.2%-31.8pp | 73.8%-29.3pp | 80.0%-35.5pp |
| Annual return | 12.96% | 353.14%-340.2pp | 292.57%-279.6pp | 220.34%-207.4pp |
| Employer contribution / active EE | $1,590 | $2,788-43.0% | $2,649-40.0% | $4,156-61.7% |
| Participant deferral / active EE | $2,896 | $4,410-34.3% | $4,123-29.7% | $6,407-54.8% |
| Admin fee / account holder | $709 | $5,336-86.7% | $5,150-86.2% | $12,270-94.2% |