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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 | $70,366-44.0% | $66,674-40.9% | $138,895-71.6% |
| Participation rate | 57.1% | 76.2%-19.0pp | 73.7%-16.5pp | 79.9%-22.8pp |
| Annual return | 12.64% | 386.41%-373.8pp | 321.24%-308.6pp | 145.39%-132.8pp |
| Employer contribution / active EE | $3,270 | $2,765+18.3% | $2,620+24.8% | $4,194-22.0% |
| Participant deferral / active EE | $8,248 | $4,374+88.6% | $4,084+101.9% | $6,396+28.9% |
| Admin fee / account holder | $24,563 | $5,262+366.7% | $5,098+381.8% | $12,562+95.5% |