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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 | $24,791 | $72,071-65.6% | $68,368-63.7% | $137,256-81.9% |
| Participation rate | 47.1% | 76.2%-29.2pp | 73.8%-26.7pp | 80.0%-32.9pp |
| Annual return | 10.99% | 353.14%-342.2pp | 292.57%-281.6pp | 220.34%-209.3pp |
| Employer contribution / active EE | $1,720 | $2,788-38.3% | $2,649-35.1% | $4,156-58.6% |
| Participant deferral / active EE | $2,586 | $4,410-41.4% | $4,123-37.3% | $6,407-59.6% |
| Admin fee / account holder | $5,371 | $5,336+0.7% | $5,150+4.3% | $12,270-56.2% |