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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 | $66,284 | $85,766-22.7% | $136,298-51.4% | $70,126-5.5% |
| Participation rate | 53.8% | 74.2%-20.3pp | 81.9%-28.1pp | 69.5%-15.7pp |
| Annual return | 12.19% | 31.46%-19.3pp | 5156.27%-5144.1pp | 73.15%-61.0pp |
| Employer contribution / active EE | $2,557 | $2,966-13.8% | $4,696-45.5% | $2,343+9.2% |
| Participant deferral / active EE | $3,459 | $5,051-31.5% | $6,247-44.6% | $3,332+3.8% |
| Admin fee / account holder | $458 | $5,421-91.6% | $9,244-95.0% | $4,645-90.1% |