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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 | $13,867 | $57,305-75.8% | $86,640-84.0% | $75,173-81.6% |
| Participation rate | 67.2% | 63.2%+4.0pp | 71.7%-4.5pp | 67.2%0pp |
| Annual return | 12.28% | 2674.24%-2662.0pp | 592.52%-580.2pp | 160.72%-148.4pp |
| Employer contribution / active EE | $1,648 | $2,316-28.9% | $3,024-45.5% | $2,671-38.3% |
| Participant deferral / active EE | $2,694 | $3,320-18.8% | $4,438-39.3% | $4,126-34.7% |
| Admin fee / account holder | $2,893 | $4,116-29.7% | $5,616-48.5% | $5,651-48.8% |