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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 | $63,293 | $80,748-21.6% | $102,383-38.2% | $74,429-15.0% |
| Participation rate | 33.1% | 65.7%-32.6pp | 74.5%-41.4pp | 67.2%-34.1pp |
| Annual return | 10.56% | 27.57%-17.0pp | 24.94%-14.4pp | 1368.38%-1357.8pp |
| Employer contribution / active EE | $1,090 | $3,159-65.5% | $3,870-71.8% | $2,625-58.5% |
| Participant deferral / active EE | $2,035 | $3,861-47.3% | $5,060-59.8% | $4,348-53.2% |
| Admin fee / account holder | $44,955 | $2,371+1796.2% | $8,391+435.7% | $1,944+2212.1% |