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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 | $66,262 | $102,382-35.3% | $147,005-54.9% | $80,874-18.1% |
| Participation rate | 56.0% | 75.8%-19.8pp | 82.2%-26.2pp | 67.6%-11.6pp |
| Annual return | 8.89% | 134.89%-126.0pp | 418.76%-409.9pp | 35.62%-26.7pp |
| Employer contribution / active EE | $892 | $3,715-76.0% | $4,934-81.9% | $2,756-67.6% |
| Participant deferral / active EE | $3,987 | $6,646-40.0% | $8,070-50.6% | $4,297-7.2% |
| Admin fee / account holder | $16,487 | $7,942+107.6% | $13,006+26.8% | $6,935+137.7% |