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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 | $70,053 | $60,128+16.5% | $90,440-22.5% | $79,852-12.3% |
| Participation rate | 33.3% | 65.0%-31.7pp | 72.7%-39.4pp | 69.6%-36.3pp |
| Annual return | 7.78% | 71.95%-64.2pp | 1294.38%-1286.6pp | 31.72%-23.9pp |
| Employer contribution / active EE | $908 | $2,068-56.1% | $3,263-72.2% | $2,471-63.3% |
| Participant deferral / active EE | $2,688 | $2,939-8.5% | $3,964-32.2% | $3,740-28.1% |
| Admin fee / account holder | $1,950 | $3,977-51.0% | $5,615-65.3% | $5,306-63.3% |