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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 | $59,006+24.9% | $97,295-24.3% | $74,478-1.1% |
| Participation rate | 55.3% | 63.7%-8.4pp | 72.7%-17.4pp | 67.2%-11.9pp |
| Annual return | 10.29% | 16.04%-5.7pp | 75.62%-65.3pp | 1370.56%-1360.3pp |
| Employer contribution / active EE | $1,436 | $1,894-24.2% | $2,723-47.3% | $2,626-45.3% |
| Participant deferral / active EE | $4,123 | $3,671+12.3% | $4,264-3.3% | $4,350-5.2% |
| Admin fee / account holder | $13,110 | $1,974+564.1% | $5,646+132.2% | $1,946+573.8% |