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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 | $62,590 | $95,406-34.4% | $185,849-66.3% | $85,847-27.1% |
| Participation rate | 49.1% | 68.8%-19.7pp | 81.7%-32.7pp | 69.3%-20.3pp |
| Annual return | 9.11% | 23.59%-14.5pp | 122.10%-113.0pp | 318.61%-309.5pp |
| Employer contribution / active EE | $919 | $3,314-72.3% | $5,169-82.2% | $2,565-64.2% |
| Participant deferral / active EE | $2,423 | $3,424-29.2% | $5,569-56.5% | $3,952-38.7% |
| Admin fee / account holder | $6,328 | $7,214-12.3% | $16,244-61.0% | $6,261+1.1% |