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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 | $64,328 | $55,446+16.0% | $155,574-58.7% | $74,429-13.6% |
| Participation rate | 49.6% | 61.9%-12.3pp | 78.2%-28.6pp | 67.2%-17.6pp |
| Annual return | 9.92% | 269.20%-259.3pp | 64.87%-54.9pp | 1368.38%-1358.5pp |
| Employer contribution / active EE | $1,017 | $2,266-55.1% | $4,676-78.3% | $2,625-61.3% |
| Participant deferral / active EE | $2,157 | $2,836-24.0% | $5,629-61.7% | $4,348-50.4% |
| Admin fee / account holder | $604 | $1,743-65.4% | $15,914-96.2% | $1,944-68.9% |