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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 | $60,393+8.2% | $81,820-20.1% | $74,429-12.2% |
| Participation rate | 42.3% | 62.9%-20.6pp | 72.4%-30.1pp | 67.2%-24.9pp |
| Annual return | 9.67% | 16.89%-7.2pp | 777.93%-768.3pp | 1368.38%-1358.7pp |
| Employer contribution / active EE | $1,314 | $2,626-50.0% | $2,915-54.9% | $2,625-49.9% |
| Participant deferral / active EE | $2,138 | $3,397-37.1% | $4,323-50.5% | $4,348-50.8% |
| Admin fee / account holder | $8,537 | $1,491+472.7% | $7,391+15.5% | $1,944+339.1% |