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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 | $72,208 | $65,440+10.3% | $98,506-26.7% | $85,851-15.9% |
| Participation rate | 55.6% | 65.0%-9.5pp | 73.3%-17.8pp | 69.3%-13.8pp |
| Annual return | 8.87% | 21.75%-12.9pp | 1494.92%-1486.0pp | 318.63%-309.8pp |
| Employer contribution / active EE | $665 | $2,169-69.3% | $2,961-77.5% | $2,565-74.1% |
| Participant deferral / active EE | $2,465 | $3,168-22.2% | $4,277-42.4% | $3,952-37.6% |
| Admin fee / account holder | $8,415 | $4,596+83.1% | $5,955+41.3% | $6,261+34.4% |