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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 | $73,677 | $58,923+25.0% | $97,167-24.2% | $74,546-1.2% |
| Participation rate | 55.3% | 63.6%-8.3pp | 72.7%-17.4pp | 67.2%-11.9pp |
| Annual return | 10.29% | 16.04%-5.7pp | 75.27%-65.0pp | 1366.03%-1355.7pp |
| Employer contribution / active EE | $1,436 | $1,894-24.2% | $2,729-47.4% | $2,624-45.3% |
| Participant deferral / active EE | $4,123 | $3,664+12.5% | $4,264-3.3% | $4,347-5.2% |
| Admin fee / account holder | $13,110 | $1,974+564.3% | $5,650+132.0% | $1,944+574.5% |