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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 | $69,469 | $89,225-22.1% | $133,698-48.0% | $74,478-6.7% |
| Participation rate | 48.0% | 69.4%-21.4pp | 76.4%-28.4pp | 67.2%-19.2pp |
| Annual return | 10.31% | 22.76%-12.5pp | 580.90%-570.6pp | 1370.56%-1360.3pp |
| Employer contribution / active EE | $1,338 | $2,816-52.5% | $4,218-68.3% | $2,626-49.1% |
| Participant deferral / active EE | $2,477 | $4,597-46.1% | $7,016-64.7% | $4,350-43.1% |
| Admin fee / account holder | $7,873 | $1,545+409.5% | $6,703+17.5% | $1,946+304.6% |