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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 | $58,416 | $57,305+1.9% | $86,640-32.6% | $75,173-22.3% |
| Participation rate | 50.0% | 63.2%-13.2pp | 71.7%-21.7pp | 67.2%-17.2pp |
| Annual return | 13.22% | 2674.24%-2661.0pp | 592.52%-579.3pp | 160.72%-147.5pp |
| Employer contribution / active EE | $766 | $2,316-66.9% | $3,024-74.7% | $2,671-71.3% |
| Participant deferral / active EE | $1,154 | $3,320-65.2% | $4,438-74.0% | $4,126-72.0% |
| Admin fee / account holder | $17,412 | $4,116+323.0% | $5,616+210.1% | $5,651+208.1% |