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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 | $58,241-32.0% | $81,780-51.6% | $80,911-51.0% |
| Participation rate | 43.8% | 63.4%-19.7pp | 72.4%-28.6pp | 67.6%-23.9pp |
| Annual return | 8.59% | 41.73%-33.1pp | 776.27%-767.7pp | 35.63%-27.0pp |
| Employer contribution / active EE | $1,735 | $2,343-26.0% | $2,914-40.5% | $2,756-37.0% |
| Participant deferral / active EE | $2,344 | $3,283-28.6% | $4,321-45.7% | $4,297-45.5% |
| Admin fee / account holder | $2,006 | $4,973-59.7% | $7,384-72.8% | $6,935-71.1% |