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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 | $58,996 | $65,440-9.8% | $98,506-40.1% | $85,851-31.3% |
| Participation rate | 61.3% | 65.0%-3.7pp | 73.3%-12.1pp | 69.3%-8.0pp |
| Annual return | 11.60% | 21.75%-10.2pp | 1494.92%-1483.3pp | 318.63%-307.0pp |
| Employer contribution / active EE | $1,301 | $2,169-40.0% | $2,961-56.1% | $2,565-49.3% |
| Participant deferral / active EE | $2,223 | $3,168-29.8% | $4,277-48.0% | $3,952-43.7% |
| Admin fee / account holder | $2,185 | $4,596-52.5% | $5,955-63.3% | $6,261-65.1% |