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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 | $39,949 | $102,422-61.0% | $147,117-72.8% | $80,959-50.7% |
| Participation rate | 60.7% | 75.9%-15.2pp | 82.2%-21.5pp | 67.7%-7.0pp |
| Annual return | 10.17% | 135.16%-125.0pp | 420.54%-410.4pp | 35.67%-25.5pp |
| Employer contribution / active EE | $1,257 | $3,717-66.2% | $4,932-74.5% | $2,757-54.4% |
| Participant deferral / active EE | $3,800 | $6,652-42.9% | $8,065-52.9% | $4,300-11.6% |
| Admin fee / account holder | $4,171 | $7,953-47.6% | $12,993-67.9% | $6,925-39.8% |