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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 | $57,702 | $85,171-32.3% | $172,753-66.6% | $72,976-20.9% |
| Participation rate | 64.3% | 70.1%-5.8pp | 82.6%-18.4pp | 69.5%-5.2pp |
| Annual return | 12.65% | 27.32%-14.7pp | 803.00%-790.4pp | 81.02%-68.4pp |
| Employer contribution / active EE | $1,318 | $3,324-60.3% | $5,144-74.4% | $2,440-46.0% |
| Participant deferral / active EE | $1,386 | $3,260-57.5% | $5,198-73.3% | $3,608-61.6% |
| Admin fee / account holder | $1,112 | $5,880-81.1% | $13,956-92.0% | $5,124-78.3% |