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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 | $39,609 | $58,311-32.1% | $81,882-51.6% | $80,959-51.1% |
| Participation rate | 43.8% | 63.5%-19.7pp | 72.4%-28.6pp | 67.7%-23.9pp |
| Annual return | 8.59% | 41.85%-33.3pp | 779.47%-770.9pp | 35.67%-27.1pp |
| Employer contribution / active EE | $1,735 | $2,347-26.1% | $2,916-40.5% | $2,757-37.1% |
| Participant deferral / active EE | $2,344 | $3,287-28.7% | $4,323-45.8% | $4,300-45.5% |
| Admin fee / account holder | $2,006 | $4,752-57.8% | $7,360-72.7% | $6,925-71.0% |