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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 | $62,271 | $80,812-22.9% | $160,784-61.3% | $82,448-24.5% |
| Participation rate | 46.2% | 66.2%-20.1pp | 77.0%-30.8pp | 68.1%-21.9pp |
| Annual return | 9.54% | 100.59%-91.1pp | 1803.92%-1794.4pp | 41.64%-32.1pp |
| Employer contribution / active EE | $1,121 | $2,174-48.4% | $3,733-70.0% | $2,551-56.0% |
| Participant deferral / active EE | $3,349 | $4,335-22.8% | $6,293-46.8% | $4,139-19.1% |
| Admin fee / account holder | $2,185 | $7,695-71.6% | $9,717-77.5% | $7,234-69.8% |