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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 | $59,209 | $85,766-31.0% | $136,298-56.6% | $70,126-15.6% |
| Participation rate | 64.5% | 74.2%-9.6pp | 81.9%-17.4pp | 69.5%-5.0pp |
| Annual return | 12.08% | 31.46%-19.4pp | 5156.27%-5144.2pp | 73.15%-61.1pp |
| Employer contribution / active EE | $2,399 | $2,966-19.1% | $4,696-48.9% | $2,343+2.4% |
| Participant deferral / active EE | $3,408 | $5,051-32.5% | $6,247-45.4% | $3,332+2.3% |
| Admin fee / account holder | $372 | $5,421-93.1% | $9,244-96.0% | $4,645-92.0% |