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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 | $16,309 | $114,119-85.7% | $107,187-84.8% | $138,895-88.3% |
| Participation rate | 35.0% | 78.1%-43.1pp | 75.0%-40.0pp | 79.9%-44.9pp |
| Annual return | 4.70% | 273.21%-268.5pp | 204.55%-199.8pp | 145.39%-140.7pp |
| Employer contribution / active EE | $1,291 | $4,059-68.2% | $3,782-65.9% | $4,194-69.2% |
| Participant deferral / active EE | $3,316 | $5,538-40.1% | $5,096-34.9% | $6,396-48.2% |
| Admin fee / account holder | $41,979 | $10,024+318.8% | $9,162+358.2% | $12,562+234.2% |