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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 | $69,813 | $105,284-33.7% | $150,734-53.7% | $94,015-25.7% |
| Participation rate | 32.4% | 71.7%-39.4pp | 78.4%-46.1pp | 70.8%-38.5pp |
| Annual return | 8.50% | 15.67%-7.2pp | 600.81%-592.3pp | 17.84%-9.3pp |
| Employer contribution / active EE | $1,322 | $3,599-63.3% | $4,918-73.1% | $2,790-52.6% |
| Participant deferral / active EE | $2,868 | $4,274-32.9% | $5,610-48.9% | $4,249-32.5% |
| Admin fee / account holder | $51,782 | $9,839+426.3% | $14,905+247.4% | $8,951+478.5% |