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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 | $42,367 | $65,961-35.8% | $180,320-76.5% | $94,015-54.9% |
| Participation rate | 61.2% | 61.3%-0.1pp | 71.5%-10.4pp | 70.8%-9.6pp |
| Annual return | 8.41% | 14.27%-5.9pp | 778.54%-770.1pp | 17.84%-9.4pp |
| Employer contribution / active EE | $1,693 | $1,737-2.5% | $4,108-58.8% | $2,790-39.3% |
| Participant deferral / active EE | $3,559 | $3,003+18.5% | $4,304-17.3% | $4,249-16.2% |
| Admin fee / account holder | $3,500 | $4,901-28.6% | $10,000-65.0% | $8,951-60.9% |