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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 | $64,983 | $59,467+9.3% | $93,727-30.7% | $74,478-12.7% |
| Participation rate | 40.7% | 59.6%-18.9pp | 68.7%-28.0pp | 67.2%-26.5pp |
| Annual return | 10.73% | 82.14%-71.4pp | 133.83%-123.1pp | 1370.56%-1359.8pp |
| Employer contribution / active EE | $1,018 | $1,267-19.6% | $2,421-57.9% | $2,626-61.2% |
| Participant deferral / active EE | $2,173 | $3,052-28.8% | $4,417-50.8% | $4,350-50.1% |
| Admin fee / account holder | $3,540 | $3,028+16.9% | $8,292-57.3% | $1,946+81.9% |