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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 | $64,443 | $80,812-20.3% | $160,784-59.9% | $82,448-21.8% |
| Participation rate | 33.3% | 66.2%-32.9pp | 77.0%-43.6pp | 68.1%-34.7pp |
| Annual return | 13.27% | 100.59%-87.3pp | 1803.92%-1790.6pp | 41.64%-28.4pp |
| Employer contribution / active EE | $468 | $2,174-78.5% | $3,733-87.5% | $2,551-81.6% |
| Participant deferral / active EE | $4,685 | $4,335+8.1% | $6,293-25.6% | $4,139+13.2% |
| Admin fee / account holder | $2,162 | $7,695-71.9% | $9,717-77.7% | $7,234-70.1% |