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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 | $64,209 | $49,164+30.6% | $121,169-47.0% | $75,181-14.6% |
| Participation rate | 53.3% | 55.4%-2.1pp | 69.5%-16.2pp | 67.2%-13.9pp |
| Annual return | 13.21% | 56.03%-42.8pp | 986.71%-973.5pp | 160.69%-147.5pp |
| Employer contribution / active EE | $1,491 | $1,546-3.6% | $4,168-64.2% | $2,671-44.2% |
| Participant deferral / active EE | $2,563 | $2,628-2.5% | $4,083-37.2% | $4,126-37.9% |
| Admin fee / account holder | $15,846 | $3,942+301.9% | $5,645+180.7% | $5,650+180.5% |