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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 | $73,860 | $100,060-26.2% | $149,721-50.7% | $70,126+5.3% |
| Participation rate | 59.5% | 83.6%-24.1pp | 87.1%-27.5pp | 69.5%-10.0pp |
| Annual return | 12.19% | 27.46%-15.3pp | 1501.67%-1489.5pp | 73.15%-61.0pp |
| Employer contribution / active EE | $2,291 | $3,661-37.4% | $5,444-57.9% | $2,343-2.2% |
| Participant deferral / active EE | $4,373 | $4,982-12.2% | $6,568-33.4% | $3,332+31.2% |
| Admin fee / account holder | $2,366 | $8,285-71.4% | $11,282-79.0% | $4,645-49.1% |