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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 | $76,243 | $60,454+26.1% | $81,844-6.8% | $74,459+2.4% |
| Participation rate | 41.0% | 63.0%-21.9pp | 72.4%-31.3pp | 67.2%-26.2pp |
| Annual return | 10.16% | 16.87%-6.7pp | 778.87%-768.7pp | 1369.70%-1359.5pp |
| Employer contribution / active EE | $626 | $2,630-76.2% | $2,916-78.5% | $2,626-76.2% |
| Participant deferral / active EE | $3,268 | $3,398-3.8% | $4,323-24.4% | $4,350-24.9% |
| Admin fee / account holder | $5,083 | $1,490+241.0% | $7,355-30.9% | $1,945+161.3% |