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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 | $73,539 | $51,638+42.4% | $129,406-43.2% | $80,959-9.2% |
| Participation rate | 31.6% | 56.9%-25.4pp | 69.6%-38.1pp | 67.7%-36.1pp |
| Annual return | 11.12% | 20.78%-9.7pp | 9468.18%-9457.1pp | 35.67%-24.5pp |
| Employer contribution / active EE | $594 | $1,584-62.5% | $4,155-85.7% | $2,757-78.5% |
| Participant deferral / active EE | $1,898 | $2,670-28.9% | $4,167-54.5% | $4,300-55.9% |
| Admin fee / account holder | $19,698 | $4,313+356.7% | $7,689+156.2% | $6,925+184.4% |