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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 | $63,910 | $53,063+20.4% | $124,206-48.5% | $82,637-22.7% |
| Participation rate | 38.0% | 58.4%-20.4pp | 69.6%-31.6pp | 68.1%-30.0pp |
| Annual return | 10.91% | 68.87%-58.0pp | 515.27%-504.4pp | 53.51%-42.6pp |
| Employer contribution / active EE | $1,038 | $1,530-32.2% | $3,540-70.7% | $2,552-59.3% |
| Participant deferral / active EE | $2,664 | $2,644+0.7% | $3,968-32.9% | $4,126-35.4% |
| Admin fee / account holder | $20,115 | $4,281+369.9% | $5,929+239.3% | $7,339+174.1% |