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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 | $43,524 | $72,071-39.6% | $68,368-36.3% | $137,256-68.3% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.0%-46.6pp |
| Annual return | 10.58% | 353.14%-342.6pp | 292.57%-282.0pp | 220.34%-209.8pp |
| Employer contribution / active EE | $400 | $2,788-85.7% | $2,649-84.9% | $4,156-90.4% |
| Participant deferral / active EE | $2,400 | $4,410-45.6% | $4,123-41.8% | $6,407-62.5% |
| Admin fee / account holder | $3,683 | $5,336-31.0% | $5,150-28.5% | $12,270-70.0% |