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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 | $70,479 | $85,766-17.8% | $136,298-48.3% | $70,126+0.5% |
| Participation rate | 52.9% | 74.2%-21.2pp | 81.9%-29.0pp | 69.5%-16.6pp |
| Annual return | 9.60% | 31.46%-21.9pp | 5156.27%-5146.7pp | 73.15%-63.6pp |
| Employer contribution / active EE | $1,496 | $2,966-49.6% | $4,696-68.1% | $2,343-36.1% |
| Participant deferral / active EE | $2,305 | $5,051-54.4% | $6,247-63.1% | $3,332-30.8% |
| Admin fee / account holder | $1,744 | $5,421-67.8% | $9,244-81.1% | $4,645-62.5% |