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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 | $78,524 | $70,666+11.1% | $169,385-53.6% | $75,181+4.4% |
| Participation rate | 40.6% | 64.8%-24.2pp | 77.2%-36.5pp | 67.2%-26.6pp |
| Annual return | 10.64% | 36.37%-25.7pp | 405.82%-395.2pp | 160.69%-150.0pp |
| Employer contribution / active EE | $851 | $2,210-61.5% | $4,012-78.8% | $2,671-68.1% |
| Participant deferral / active EE | $1,901 | $4,308-55.9% | $6,221-69.4% | $4,126-53.9% |
| Admin fee / account holder | $51,498 | $5,402+853.2% | $9,011+471.5% | $5,650+811.5% |