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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 | $164,004 | $88,778+84.7% | $81,844+100.4% | $145,884+12.4% |
| Participation rate | 60.0% | 75.1%-15.1pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 7.44% | 1033.03%-1025.6pp | 778.87%-771.4pp | 551.85%-544.4pp |
| Employer contribution / active EE | $1,310 | $3,087-57.6% | $2,916-55.1% | $4,662-71.9% |
| Participant deferral / active EE | $1,004 | $4,648-78.4% | $4,323-76.8% | $6,690-85.0% |
| Admin fee / account holder | $80,429 | $8,430+854.1% | $7,355+993.5% | $13,392+500.6% |