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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 | $46,810 | $70,366-33.5% | $66,674-29.8% | $138,895-66.3% |
| Participation rate | 63.6% | 76.2%-12.5pp | 73.7%-10.0pp | 79.9%-16.3pp |
| Annual return | 12.19% | 386.41%-374.2pp | 321.24%-309.1pp | 145.39%-133.2pp |
| Employer contribution / active EE | $846 | $2,765-69.4% | $2,620-67.7% | $4,194-79.8% |
| Participant deferral / active EE | $2,486 | $4,374-43.2% | $4,084-39.1% | $6,396-61.1% |
| Admin fee / account holder | $4,405 | $5,262-16.3% | $5,098-13.6% | $12,562-64.9% |