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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 | $72,995 | $80,812-9.7% | $160,784-54.6% | $82,448-11.5% |
| Participation rate | 56.3% | 66.2%-9.9pp | 77.0%-20.6pp | 68.1%-11.7pp |
| Annual return | 11.69% | 100.59%-88.9pp | 1803.92%-1792.2pp | 41.64%-30.0pp |
| Employer contribution / active EE | $1,142 | $2,174-47.5% | $3,733-69.4% | $2,551-55.2% |
| Participant deferral / active EE | $2,287 | $4,335-47.2% | $6,293-63.7% | $4,139-44.7% |
| Admin fee / account holder | $3,933 | $7,695-48.9% | $9,717-59.5% | $7,234-45.6% |