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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 | $76,427 | $58,241+31.2% | $81,780-6.5% | $80,911-5.5% |
| Participation rate | 42.9% | 63.4%-20.6pp | 72.4%-29.5pp | 67.6%-24.8pp |
| Annual return | 7.51% | 41.73%-34.2pp | 776.27%-768.8pp | 35.63%-28.1pp |
| Employer contribution / active EE | $1,348 | $2,343-42.5% | $2,914-53.8% | $2,756-51.1% |
| Participant deferral / active EE | $5,536 | $3,283+68.6% | $4,321+28.1% | $4,297+28.8% |
| Admin fee / account holder | $47,663 | $4,973+858.5% | $7,384+545.5% | $6,935+587.3% |