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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 | $79,906 | $80,812-1.1% | $160,784-50.3% | $82,448-3.1% |
| Participation rate | 64.5% | 66.2%-1.7pp | 77.0%-12.4pp | 68.1%-3.6pp |
| Annual return | 12.26% | 100.59%-88.3pp | 1803.92%-1791.7pp | 41.64%-29.4pp |
| Employer contribution / active EE | $2,496 | $2,174+14.8% | $3,733-33.1% | $2,551-2.2% |
| Participant deferral / active EE | $2,410 | $4,335-44.4% | $6,293-61.7% | $4,139-41.8% |
| Admin fee / account holder | $783 | $7,695-89.8% | $9,717-91.9% | $7,234-89.2% |