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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 | $63,385 | $78,607-19.4% | $105,624-40.0% | $74,478-14.9% |
| Participation rate | 45.5% | 72.8%-27.3pp | 75.3%-29.7pp | 67.2%-21.7pp |
| Annual return | 11.04% | 15.96%-4.9pp | 116.20%-105.2pp | 1370.56%-1359.5pp |
| Employer contribution / active EE | $2,669 | $2,523+5.8% | $3,168-15.7% | $2,626+1.6% |
| Participant deferral / active EE | $2,861 | $4,325-33.8% | $5,013-42.9% | $4,350-34.2% |
| Admin fee / account holder | $29,457 | $2,220+1227.1% | $10,961+168.7% | $1,946+1413.8% |