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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 | $68,320 | $80,812-15.5% | $160,784-57.5% | $82,448-17.1% |
| Participation rate | 48.1% | 66.2%-18.1pp | 77.0%-28.8pp | 68.1%-19.9pp |
| Annual return | 9.12% | 100.59%-91.5pp | 1803.92%-1794.8pp | 41.64%-32.5pp |
| Employer contribution / active EE | $2,081 | $2,174-4.3% | $3,733-44.2% | $2,551-18.4% |
| Participant deferral / active EE | $4,318 | $4,335-0.4% | $6,293-31.4% | $4,139+4.3% |
| Admin fee / account holder | $15,526 | $7,695+101.8% | $9,717+59.8% | $7,234+114.6% |