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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 | $67,547 | $85,766-21.2% | $136,298-50.4% | $70,126-3.7% |
| Participation rate | 50.0% | 74.2%-24.2pp | 81.9%-31.9pp | 69.5%-19.5pp |
| Annual return | 10.09% | 31.46%-21.4pp | 5156.27%-5146.2pp | 73.15%-63.1pp |
| Employer contribution / active EE | $888 | $2,966-70.1% | $4,696-81.1% | $2,343-62.1% |
| Participant deferral / active EE | $2,222 | $5,051-56.0% | $6,247-64.4% | $3,332-33.3% |
| Admin fee / account holder | $2,164 | $5,421-60.1% | $9,244-76.6% | $4,645-53.4% |