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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 | $66,002 | $100,060-34.0% | $149,721-55.9% | $70,126-5.9% |
| Participation rate | 63.6% | 83.6%-19.9pp | 87.1%-23.4pp | 69.5%-5.9pp |
| Annual return | 7.02% | 27.46%-20.4pp | 1501.67%-1494.7pp | 73.15%-66.1pp |
| Employer contribution / active EE | $1,408 | $3,661-61.5% | $5,444-74.1% | $2,343-39.9% |
| Participant deferral / active EE | $2,562 | $4,982-48.6% | $6,568-61.0% | $3,332-23.1% |
| Admin fee / account holder | $9,726 | $8,285+17.4% | $11,282-13.8% | $4,645+109.4% |