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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 | $60,002 | $80,812-25.8% | $160,784-62.7% | $82,448-27.2% |
| Participation rate | 61.3% | 66.2%-4.9pp | 77.0%-15.7pp | 68.1%-6.8pp |
| Annual return | 13.21% | 100.59%-87.4pp | 1803.92%-1790.7pp | 41.64%-28.4pp |
| Employer contribution / active EE | $1,008 | $2,174-53.6% | $3,733-73.0% | $2,551-60.5% |
| Participant deferral / active EE | $5,306 | $4,335+22.4% | $6,293-15.7% | $4,139+28.2% |
| Admin fee / account holder | $1,210 | $7,695-84.3% | $9,717-87.5% | $7,234-83.3% |