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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 | $76,024 | $80,812-5.9% | $160,784-52.7% | $82,448-7.8% |
| Participation rate | 46.8% | 66.2%-19.5pp | 77.0%-30.2pp | 68.1%-21.3pp |
| Annual return | 6.69% | 100.59%-93.9pp | 1803.92%-1797.2pp | 41.64%-35.0pp |
| Employer contribution / active EE | $1,268 | $2,174-41.7% | $3,733-66.0% | $2,551-50.3% |
| Participant deferral / active EE | $2,897 | $4,335-33.2% | $6,293-54.0% | $4,139-30.0% |
| Admin fee / account holder | $57,727 | $7,695+650.2% | $9,717+494.1% | $7,234+698.0% |