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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 | $75,526 | $49,199+53.5% | $121,210-37.7% | $75,177+0.5% |
| Participation rate | 46.2% | 55.4%-9.3pp | 69.5%-23.4pp | 67.2%-21.1pp |
| Annual return | 13.17% | 56.04%-42.9pp | 987.41%-974.2pp | 160.75%-147.6pp |
| Employer contribution / active EE | $513 | $1,547-66.8% | $4,171-87.7% | $2,671-80.8% |
| Participant deferral / active EE | $1,628 | $2,630-38.1% | $4,084-60.1% | $4,126-60.6% |
| Admin fee / account holder | $23,690 | $3,946+500.4% | $5,647+319.5% | $5,651+319.2% |