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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 | $39,848 | $111,535-64.3% | $105,223-62.1% | $137,256-71.0% |
| Participation rate | 30.8% | 78.1%-47.3pp | 75.0%-44.3pp | 80.0%-49.2pp |
| Annual return | 11.11% | 237.85%-226.7pp | 180.65%-169.5pp | 220.34%-209.2pp |
| Employer contribution / active EE | $1,161 | $3,939-70.5% | $3,689-68.5% | $4,156-72.1% |
| Participant deferral / active EE | $3,147 | $5,500-42.8% | $5,072-37.9% | $6,407-50.9% |
| Admin fee / account holder | $527 | $9,721-94.6% | $8,859-94.0% | $12,270-95.7% |