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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 | $57,568 | $59,448-3.2% | $93,696-38.6% | $74,459-22.7% |
| Participation rate | 29.7% | 59.6%-29.9pp | 68.7%-39.0pp | 67.2%-37.5pp |
| Annual return | 8.96% | 82.11%-73.1pp | 133.74%-124.8pp | 1369.70%-1360.7pp |
| Employer contribution / active EE | $872 | $1,266-31.1% | $2,422-64.0% | $2,626-66.8% |
| Participant deferral / active EE | $1,950 | $3,052-36.1% | $4,417-55.9% | $4,350-55.2% |
| Admin fee / account holder | $1,591 | $3,027-47.5% | $8,287-80.8% | $1,945-18.2% |