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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 | $39,415 | $72,071-45.3% | $68,368-42.3% | $137,256-71.3% |
| Participation rate | 57.1% | 76.2%-19.1pp | 73.8%-16.6pp | 80.0%-22.8pp |
| Annual return | 12.64% | 353.14%-340.5pp | 292.57%-279.9pp | 220.34%-207.7pp |
| Employer contribution / active EE | $3,270 | $2,788+17.3% | $2,649+23.4% | $4,156-21.3% |
| Participant deferral / active EE | $8,248 | $4,410+87.0% | $4,123+100.1% | $6,407+28.7% |
| Admin fee / account holder | $24,563 | $5,336+360.4% | $5,150+377.0% | $12,270+100.2% |