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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 | $55,205 | $60,119-8.2% | $90,430-39.0% | $79,858-30.9% |
| Participation rate | 65.1% | 65.0%+0.1pp | 72.7%-7.6pp | 69.6%-4.6pp |
| Annual return | 9.73% | 71.94%-62.2pp | 1293.73%-1284.0pp | 31.72%-22.0pp |
| Employer contribution / active EE | $1,249 | $2,068-39.6% | $3,262-61.7% | $2,471-49.5% |
| Participant deferral / active EE | $1,632 | $2,938-44.4% | $3,963-58.8% | $3,740-56.4% |
| Admin fee / account holder | $2,335 | $3,976-41.3% | $5,613-58.4% | $5,306-56.0% |