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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 | $65,742 | $60,119+9.4% | $90,430-27.3% | $79,858-17.7% |
| Participation rate | 40.7% | 65.0%-24.2pp | 72.7%-31.9pp | 69.6%-28.9pp |
| Annual return | 9.42% | 71.94%-62.5pp | 1293.73%-1284.3pp | 31.72%-22.3pp |
| Employer contribution / active EE | $1,396 | $2,068-32.5% | $3,262-57.2% | $2,471-43.5% |
| Participant deferral / active EE | $2,832 | $2,938-3.6% | $3,963-28.5% | $3,740-24.3% |
| Admin fee / account holder | $7,286 | $3,976+83.3% | $5,613+29.8% | $5,306+37.3% |