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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 | $64,588 | $106,905-39.6% | $84,020-23.1% | $152,885-57.8% |
| Participation rate | 33.3% | 75.2%-41.9pp | 69.0%-35.7pp | 82.5%-49.1pp |
| Annual return | 5.80% | 105.00%-99.2pp | 71.31%-65.5pp | 345.39%-339.6pp |
| Employer contribution / active EE | $461 | $2,735-83.1% | $1,984-76.7% | $4,763-90.3% |
| Participant deferral / active EE | $1,655 | $4,012-58.7% | $3,239-48.9% | $5,851-71.7% |
| Admin fee / account holder | $14,219 | $8,287+71.6% | $6,101+133.1% | $11,598+22.6% |