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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 | $42,598 | $125,190-66.0% | $105,624-59.7% | $145,897-70.8% |
| Participation rate | 37.5% | 77.6%-40.1pp | 75.3%-37.8pp | 80.3%-42.8pp |
| Annual return | 4.28% | 225.22%-220.9pp | 116.20%-111.9pp | 552.29%-548.0pp |
| Employer contribution / active EE | $800 | $3,720-78.5% | $3,168-74.7% | $4,663-82.8% |
| Participant deferral / active EE | $1,617 | $5,716-71.7% | $5,013-67.7% | $6,689-75.8% |
| Admin fee / account holder | $1,177 | $17,138-93.1% | $10,961-89.3% | $13,390-91.2% |