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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 | $72,806 | $80,812-9.9% | $160,784-54.7% | $82,448-11.7% |
| Participation rate | 60.6% | 66.2%-5.6pp | 77.0%-16.3pp | 68.1%-7.5pp |
| Annual return | 11.13% | 100.59%-89.5pp | 1803.92%-1792.8pp | 41.64%-30.5pp |
| Employer contribution / active EE | $1,308 | $2,174-39.8% | $3,733-65.0% | $2,551-48.7% |
| Participant deferral / active EE | $4,076 | $4,335-6.0% | $6,293-35.2% | $4,139-1.5% |
| Admin fee / account holder | $3,776 | $7,695-50.9% | $9,717-61.1% | $7,234-47.8% |