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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 | $65,247 | $58,726+11.1% | $142,898-54.3% | $85,847-24.0% |
| Participation rate | 36.4% | 58.5%-22.1pp | 72.0%-35.6pp | 69.3%-33.0pp |
| Annual return | 11.98% | 27.73%-15.8pp | 5639.64%-5627.7pp | 318.61%-306.6pp |
| Employer contribution / active EE | $929 | $1,424-34.7% | $4,146-77.6% | $2,565-63.8% |
| Participant deferral / active EE | $2,119 | $2,609-18.8% | $3,838-44.8% | $3,952-46.4% |
| Admin fee / account holder | $8,154 | $4,234+92.6% | $6,560+24.3% | $6,261+30.2% |