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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 | $80,782 | $72,446+11.5% | $67,561+19.6% | $145,877-44.6% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 6.55% | 7211.98%-7205.4pp | 3525.44%-3518.9pp | 551.28%-544.7pp |
| Employer contribution / active EE | $1,448 | $3,072-52.9% | $2,735-47.1% | $4,663-68.9% |
| Participant deferral / active EE | $955 | $4,785-80.1% | $4,003-76.2% | $6,691-85.7% |
| Admin fee / account holder | $3,912 | $5,541-29.4% | $4,006-2.3% | $13,402-70.8% |