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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 | $72,901 | $101,591-28.2% | $147,096-50.4% | $74,429-2.1% |
| Participation rate | 43.1% | 75.5%-32.4pp | 82.2%-39.1pp | 67.2%-24.1pp |
| Annual return | 12.25% | 8746.45%-8734.2pp | 419.75%-407.5pp | 1368.38%-1356.1pp |
| Employer contribution / active EE | $1,146 | $3,813-69.9% | $4,936-76.8% | $2,625-56.4% |
| Participant deferral / active EE | $5,348 | $7,302-26.8% | $8,071-33.7% | $4,348+23.0% |
| Admin fee / account holder | $7,539 | $1,750+330.8% | $13,005-42.0% | $1,944+287.7% |