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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 | $70,853 | $60,139+17.8% | $90,461-21.7% | $79,856-11.3% |
| Participation rate | 34.5% | 65.0%-30.5pp | 72.7%-38.2pp | 69.6%-35.2pp |
| Annual return | 5.07% | 71.96%-66.9pp | 1294.76%-1289.7pp | 31.71%-26.6pp |
| Employer contribution / active EE | $1,066 | $2,069-48.4% | $3,264-67.3% | $2,471-56.8% |
| Participant deferral / active EE | $2,385 | $2,939-18.8% | $3,964-39.8% | $3,741-36.2% |
| Admin fee / account holder | $1,105 | $3,978-72.2% | $5,617-80.3% | $5,306-79.2% |