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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 | $70,126 | $101,672-31.0% | $147,117-52.3% | $74,478-5.8% |
| Participation rate | 28.7% | 75.5%-46.9pp | 82.2%-53.5pp | 67.2%-38.6pp |
| Annual return | 12.07% | 8757.83%-8745.8pp | 420.54%-408.5pp | 1370.56%-1358.5pp |
| Employer contribution / active EE | $1,397 | $3,813-63.4% | $4,932-71.7% | $2,626-46.8% |
| Participant deferral / active EE | $3,390 | $7,305-53.6% | $8,065-58.0% | $4,350-22.1% |
| Admin fee / account holder | $7,438 | $1,753+324.3% | $12,993-42.7% | $1,946+282.3% |