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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 | $77,907 | $58,275+33.7% | $81,844-4.8% | $80,935-3.7% |
| Participation rate | 31.9% | 63.5%-31.6pp | 72.4%-40.5pp | 67.7%-35.7pp |
| Annual return | 8.40% | 41.82%-33.4pp | 778.87%-770.5pp | 35.66%-27.3pp |
| Employer contribution / active EE | $1,276 | $2,346-45.6% | $2,916-56.3% | $2,757-53.7% |
| Participant deferral / active EE | $1,813 | $3,285-44.8% | $4,323-58.1% | $4,299-57.8% |
| Admin fee / account holder | $15,164 | $4,749+219.3% | $7,355+106.2% | $6,924+119.0% |