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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 | $67,296 | $60,139+11.9% | $90,461-25.6% | $79,856-15.7% |
| Participation rate | 34.4% | 65.0%-30.6pp | 72.7%-38.3pp | 69.6%-35.2pp |
| Annual return | 4.13% | 71.96%-67.8pp | 1294.76%-1290.6pp | 31.71%-27.6pp |
| Employer contribution / active EE | $704 | $2,069-66.0% | $3,264-78.4% | $2,471-71.5% |
| Participant deferral / active EE | $1,584 | $2,939-46.1% | $3,964-60.0% | $3,741-57.6% |
| Admin fee / account holder | $14,592 | $3,978+266.8% | $5,617+159.8% | $5,306+175.0% |