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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 | $101,653-28.7% | $147,080-50.7% | $74,459-2.7% |
| Participation rate | 51.8% | 75.6%-23.7pp | 82.2%-30.4pp | 67.2%-15.4pp |
| Annual return | 12.33% | 8754.98%-8742.6pp | 420.17%-407.8pp | 1369.70%-1357.4pp |
| Employer contribution / active EE | $1,490 | $3,813-60.9% | $4,933-69.8% | $2,626-43.2% |
| Participant deferral / active EE | $3,551 | $7,304-51.4% | $8,066-56.0% | $4,350-18.4% |
| Admin fee / account holder | $8,521 | $1,752+386.5% | $12,989-34.4% | $1,945+338.2% |