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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 | $74,965 | $48,570+54.3% | $130,660-42.6% | $72,976+2.7% |
| Participation rate | 27.1% | 58.6%-31.5pp | 71.7%-44.7pp | 69.5%-42.4pp |
| Annual return | 16.39% | 38.63%-22.2pp | 1709.29%-1692.9pp | 81.02%-64.6pp |
| Employer contribution / active EE | $640 | $1,334-52.0% | $4,092-84.4% | $2,440-73.8% |
| Participant deferral / active EE | $1,562 | $2,384-34.5% | $3,603-56.7% | $3,608-56.7% |
| Admin fee / account holder | $8,853 | $3,549+149.4% | $5,463+62.0% | $5,124+72.8% |