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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 | $85,413 | $65,434+30.5% | $98,483-13.3% | $85,847-0.5% |
| Participation rate | 53.1% | 65.0%-11.9pp | 73.3%-20.2pp | 69.3%-16.2pp |
| Annual return | 5.46% | 21.75%-16.3pp | 1494.38%-1488.9pp | 318.61%-313.1pp |
| Employer contribution / active EE | $760 | $2,169-65.0% | $2,961-74.3% | $2,565-70.4% |
| Participant deferral / active EE | $2,636 | $3,168-16.8% | $4,276-38.4% | $3,952-33.3% |
| Admin fee / account holder | $2,719 | $4,595-40.8% | $5,953-54.3% | $6,261-56.6% |