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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 | $39,326 | $63,346-37.9% | $92,240-57.4% | $70,126-43.9% |
| Participation rate | 49.4% | 68.7%-19.2pp | 76.5%-27.1pp | 69.5%-20.1pp |
| Annual return | 11.59% | 530.19%-518.6pp | 176.29%-164.7pp | 73.15%-61.6pp |
| Employer contribution / active EE | $1,083 | $2,471-56.2% | $3,680-70.6% | $2,343-53.8% |
| Participant deferral / active EE | $1,935 | $2,854-32.2% | $3,897-50.4% | $3,332-41.9% |
| Admin fee / account holder | $1,005 | $3,841-73.8% | $5,194-80.6% | $4,645-78.4% |