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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 | $61,651 | $57,305+7.6% | $86,640-28.8% | $75,173-18.0% |
| Participation rate | 43.8% | 63.2%-19.5pp | 71.7%-28.0pp | 67.2%-23.5pp |
| Annual return | 9.65% | 2674.24%-2664.6pp | 592.52%-582.9pp | 160.72%-151.1pp |
| Employer contribution / active EE | $1,084 | $2,316-53.2% | $3,024-64.1% | $2,671-59.4% |
| Participant deferral / active EE | $1,781 | $3,320-46.3% | $4,438-59.9% | $4,126-56.8% |
| Admin fee / account holder | $3,089 | $4,116-25.0% | $5,616-45.0% | $5,651-45.3% |