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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 | $22,555 | $72,071-68.7% | $68,368-67.0% | $137,256-83.6% |
| Participation rate | 52.9% | 76.2%-23.3pp | 73.8%-20.8pp | 80.0%-27.0pp |
| Annual return | 10.93% | 353.14%-342.2pp | 292.57%-281.6pp | 220.34%-209.4pp |
| Employer contribution / active EE | $1,603 | $2,788-42.5% | $2,649-39.5% | $4,156-61.4% |
| Participant deferral / active EE | $2,297 | $4,410-47.9% | $4,123-44.3% | $6,407-64.1% |
| Admin fee / account holder | $2,767 | $5,336-48.1% | $5,150-46.3% | $12,270-77.4% |