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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 | $72,480 | $101,539-28.6% | $147,041-50.7% | $74,400-2.6% |
| Participation rate | 51.8% | 75.5%-23.7pp | 82.2%-30.4pp | 67.2%-15.4pp |
| Annual return | 12.33% | 8740.84%-8728.5pp | 419.21%-406.9pp | 1367.51%-1355.2pp |
| Employer contribution / active EE | $1,490 | $3,811-60.9% | $4,935-69.8% | $2,624-43.2% |
| Participant deferral / active EE | $3,551 | $7,304-51.4% | $8,071-56.0% | $4,348-18.3% |
| Admin fee / account holder | $8,521 | $1,749+387.1% | $13,006-34.5% | $1,944+338.4% |