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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 | $71,385 | $76,368-6.5% | $67,681+5.5% | $154,746-53.9% |
| Participation rate | 54.5% | 79.0%-24.4pp | 73.7%-19.2pp | 80.7%-26.2pp |
| Annual return | 6.30% | 1066.77%-1060.5pp | 590.58%-584.3pp | 172.34%-166.0pp |
| Employer contribution / active EE | $1,988 | $3,151-36.9% | $2,678-25.8% | $4,379-54.6% |
| Participant deferral / active EE | $1,988 | $4,824-58.8% | $3,976-50.0% | $6,730-70.5% |
| Admin fee / account holder | $11,481 | $8,559+34.1% | $6,100+88.2% | $14,365-20.1% |