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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 | $60,303 | $100,060-39.7% | $149,721-59.7% | $70,126-14.0% |
| Participation rate | 66.7% | 83.6%-16.9pp | 87.1%-20.4pp | 69.5%-2.9pp |
| Annual return | 10.80% | 27.46%-16.7pp | 1501.67%-1490.9pp | 73.15%-62.3pp |
| Employer contribution / active EE | $1,425 | $3,661-61.1% | $5,444-73.8% | $2,343-39.2% |
| Participant deferral / active EE | $3,187 | $4,982-36.0% | $6,568-51.5% | $3,332-4.3% |
| Admin fee / account holder | $442 | $8,285-94.7% | $11,282-96.1% | $4,645-90.5% |