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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 | $79,933 | $73,546+8.7% | $63,018+26.8% | $147,586-45.8% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.8%-8.1pp | 82.8%-16.2pp |
| Annual return | 8.49% | 175.56%-167.1pp | 87.62%-79.1pp | 578.59%-570.1pp |
| Employer contribution / active EE | $2,026 | $3,324-39.1% | $2,761-26.6% | $4,876-58.5% |
| Participant deferral / active EE | $1,592 | $4,185-61.9% | $3,330-52.2% | $5,439-70.7% |
| Admin fee / account holder | $56,468 | $5,956+848.1% | $3,601+1468.2% | $10,886+418.7% |