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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 | $42,286 | $70,366-39.9% | $66,674-36.6% | $138,895-69.6% |
| Participation rate | 34.8% | 76.2%-41.4pp | 73.7%-38.9pp | 79.9%-45.1pp |
| Annual return | 12.62% | 386.41%-373.8pp | 321.24%-308.6pp | 145.39%-132.8pp |
| Employer contribution / active EE | $530 | $2,765-80.8% | $2,620-79.8% | $4,194-87.4% |
| Participant deferral / active EE | $2,293 | $4,374-47.6% | $4,084-43.9% | $6,396-64.2% |
| Admin fee / account holder | $3,162 | $5,262-39.9% | $5,098-38.0% | $12,562-74.8% |