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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 | $66,230 | $60,393+9.7% | $81,820-19.1% | $74,429-11.0% |
| Participation rate | 60.7% | 62.9%-2.2pp | 72.4%-11.7pp | 67.2%-6.5pp |
| Annual return | 9.08% | 16.89%-7.8pp | 777.93%-768.9pp | 1368.38%-1359.3pp |
| Employer contribution / active EE | $959 | $2,626-63.5% | $2,915-67.1% | $2,625-63.5% |
| Participant deferral / active EE | $2,254 | $3,397-33.6% | $4,323-47.8% | $4,348-48.2% |
| Admin fee / account holder | $4,567 | $1,491+206.3% | $7,391-38.2% | $1,944+134.9% |