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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 | $62,024 | $63,346-2.1% | $92,239-32.8% | $70,124-11.6% |
| Participation rate | 54.3% | 68.7%-14.4pp | 76.5%-22.2pp | 69.5%-15.3pp |
| Annual return | 10.79% | 530.19%-519.4pp | 176.29%-165.5pp | 73.14%-62.4pp |
| Employer contribution / active EE | $1,097 | $2,471-55.6% | $3,680-70.2% | $2,342-53.2% |
| Participant deferral / active EE | $2,191 | $2,854-23.2% | $3,897-43.8% | $3,332-34.2% |
| Admin fee / account holder | $40,974 | $3,841+966.8% | $5,194+688.9% | $4,645+782.0% |