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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 | $34,881 | $172,111-79.7% | $150,298-76.8% | $137,256-74.6% |
| Participation rate | 42.9% | 81.7%-38.9pp | 77.8%-34.9pp | 80.0%-37.1pp |
| Annual return | 10.35% | 69.37%-59.0pp | 62.79%-52.4pp | 220.34%-210.0pp |
| Employer contribution / active EE | $1,789 | $4,636-61.4% | $4,154-56.9% | $4,156-57.0% |
| Participant deferral / active EE | $3,590 | $6,166-41.8% | $5,453-34.2% | $6,407-44.0% |
| Admin fee / account holder | $12,941 | $16,471-21.4% | $14,116-8.3% | $12,270+5.5% |