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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 | $84,612 | $80,812+4.7% | $160,784-47.4% | $82,448+2.6% |
| Participation rate | 53.3% | 66.2%-13.0pp | 77.0%-23.7pp | 68.1%-14.8pp |
| Annual return | 12.45% | 100.59%-88.1pp | 1803.92%-1791.5pp | 41.64%-29.2pp |
| Employer contribution / active EE | $1,305 | $2,174-40.0% | $3,733-65.0% | $2,551-48.9% |
| Participant deferral / active EE | $3,099 | $4,335-28.5% | $6,293-50.8% | $4,139-25.1% |
| Admin fee / account holder | $2,692 | $7,695-65.0% | $9,717-72.3% | $7,234-62.8% |