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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 | $100,041-26.2% | $149,718-50.7% | $70,131+5.3% |
| Participation rate | 59.5% | 83.6%-24.1pp | 87.1%-27.5pp | 69.5%-10.0pp |
| Annual return | 12.19% | 27.43%-15.2pp | 1501.70%-1489.5pp | 73.14%-61.0pp |
| Employer contribution / active EE | $2,291 | $3,662-37.4% | $5,444-57.9% | $2,342-2.2% |
| Participant deferral / active EE | $4,373 | $4,983-12.2% | $6,568-33.4% | $3,332+31.2% |
| Admin fee / account holder | $2,366 | $8,286-71.4% | $11,283-79.0% | $4,645-49.1% |