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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 | $63,086 | $52,353+20.5% | $120,225-47.5% | $82,448-23.5% |
| Participation rate | 32.9% | 58.3%-25.4pp | 69.6%-36.6pp | 68.1%-35.1pp |
| Annual return | 6.34% | 61.85%-55.5pp | 439.23%-432.9pp | 41.64%-35.3pp |
| Employer contribution / active EE | $889 | $1,510-41.1% | $3,475-74.4% | $2,551-65.2% |
| Participant deferral / active EE | $1,650 | $2,627-37.2% | $3,999-58.7% | $4,139-60.1% |
| Admin fee / account holder | $5,628 | $4,363+29.0% | $5,696-1.2% | $7,234-22.2% |