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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 | $58,246 | $80,812-27.9% | $160,784-63.8% | $82,448-29.4% |
| Participation rate | 64.0% | 66.2%-2.2pp | 77.0%-13.0pp | 68.1%-4.1pp |
| Annual return | 13.14% | 100.59%-87.5pp | 1803.92%-1790.8pp | 41.64%-28.5pp |
| Employer contribution / active EE | $2,025 | $2,174-6.8% | $3,733-45.7% | $2,551-20.6% |
| Participant deferral / active EE | $3,390 | $4,335-21.8% | $6,293-46.1% | $4,139-18.1% |
| Admin fee / account holder | $12,171 | $7,695+58.2% | $9,717+25.3% | $7,234+68.2% |