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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 | $57,708 | $74,661-22.7% | $160,784-64.1% | $67,986-15.1% |
| Participation rate | 36.4% | 57.1%-20.7pp | 77.0%-40.6pp | 57.2%-20.8pp |
| Annual return | 13.72% | 28.83%-15.1pp | 1803.92%-1790.2pp | 31.67%-17.9pp |
| Employer contribution / active EE | $1,162 | $1,829-36.4% | $3,733-68.9% | $2,019-42.4% |
| Participant deferral / active EE | $1,916 | $3,681-47.9% | $6,293-69.5% | $3,358-42.9% |
| Admin fee / account holder | $4,271 | $3,959+7.9% | $9,717-56.0% | $3,203+33.3% |