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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 | $60,034 | $70,684-15.1% | $169,397-64.6% | $75,177-20.1% |
| Participation rate | 37.9% | 64.8%-26.9pp | 77.2%-39.2pp | 67.2%-29.3pp |
| Annual return | 12.68% | 36.38%-23.7pp | 406.23%-393.5pp | 160.75%-148.1pp |
| Employer contribution / active EE | $1,711 | $2,211-22.6% | $4,013-57.4% | $2,671-36.0% |
| Participant deferral / active EE | $3,179 | $4,310-26.2% | $6,223-48.9% | $4,126-23.0% |
| Admin fee / account holder | $21,148 | $5,404+291.3% | $9,017+134.5% | $5,651+274.2% |