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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 | $65,337 | $60,261+8.4% | $81,783-20.1% | $74,546-12.4% |
| Participation rate | 42.3% | 62.9%-20.6pp | 72.4%-30.1pp | 67.2%-24.9pp |
| Annual return | 9.67% | 16.88%-7.2pp | 775.05%-765.4pp | 1366.03%-1356.4pp |
| Employer contribution / active EE | $1,314 | $2,622-49.9% | $2,913-54.9% | $2,624-49.9% |
| Participant deferral / active EE | $2,138 | $3,388-36.9% | $4,320-50.5% | $4,347-50.8% |
| Admin fee / account holder | $8,537 | $1,482+475.9% | $7,380+15.7% | $1,944+339.3% |