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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 | $62,984 | $65,434-3.7% | $98,483-36.0% | $85,847-26.6% |
| Participation rate | 58.1% | 65.0%-7.0pp | 73.3%-15.3pp | 69.3%-11.3pp |
| Annual return | 7.77% | 21.75%-14.0pp | 1494.38%-1486.6pp | 318.61%-310.8pp |
| Employer contribution / active EE | $1,118 | $2,169-48.4% | $2,961-62.2% | $2,565-56.4% |
| Participant deferral / active EE | $1,749 | $3,168-44.8% | $4,276-59.1% | $3,952-55.7% |
| Admin fee / account holder | $3,074 | $4,595-33.1% | $5,953-48.4% | $6,261-50.9% |