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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 | $78,318 | $57,312+36.7% | $86,617-9.6% | $75,181+4.2% |
| Participation rate | 50.0% | 63.2%-13.2pp | 71.7%-21.7pp | 67.2%-17.2pp |
| Annual return | 10.47% | 2672.78%-2662.3pp | 591.91%-581.4pp | 160.69%-150.2pp |
| Employer contribution / active EE | $1,210 | $2,315-47.8% | $3,023-60.0% | $2,671-54.7% |
| Participant deferral / active EE | $2,768 | $3,319-16.6% | $4,437-37.6% | $4,126-32.9% |
| Admin fee / account holder | $665 | $4,114-83.8% | $5,613-88.2% | $5,650-88.2% |