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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 | $69,427 | $72,071-3.7% | $68,368+1.5% | $137,256-49.4% |
| Participation rate | 52.4% | 76.2%-23.9pp | 73.8%-21.4pp | 80.0%-27.6pp |
| Annual return | 7.80% | 353.14%-345.3pp | 292.57%-284.8pp | 220.34%-212.5pp |
| Employer contribution / active EE | $1,242 | $2,788-55.5% | $2,649-53.1% | $4,156-70.1% |
| Participant deferral / active EE | $1,655 | $4,410-62.5% | $4,123-59.8% | $6,407-74.2% |
| Admin fee / account holder | $13,786 | $5,336+158.4% | $5,150+167.7% | $12,270+12.4% |