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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 | $72,692 | $101,499-28.4% | $147,005-50.6% | $74,546-2.5% |
| Participation rate | 49.5% | 75.5%-26.0pp | 82.2%-32.6pp | 67.2%-17.7pp |
| Annual return | 12.89% | 8732.34%-8719.5pp | 418.76%-405.9pp | 1366.03%-1353.1pp |
| Employer contribution / active EE | $2,688 | $3,811-29.5% | $4,934-45.5% | $2,624+2.4% |
| Participant deferral / active EE | $4,460 | $7,304-38.9% | $8,070-44.7% | $4,347+2.6% |
| Admin fee / account holder | $5,168 | $1,748+195.7% | $13,006-60.3% | $1,944+165.9% |