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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 | $65,030 | $88,754-26.7% | $81,820-20.5% | $145,877-55.4% |
| Participation rate | 42.1% | 75.1%-33.0pp | 72.4%-30.3pp | 80.3%-38.2pp |
| Annual return | 6.91% | 1031.77%-1024.9pp | 777.93%-771.0pp | 551.28%-544.4pp |
| Employer contribution / active EE | $857 | $3,085-72.2% | $2,915-70.6% | $4,663-81.6% |
| Participant deferral / active EE | $1,321 | $4,648-71.6% | $4,323-69.4% | $6,691-80.3% |
| Admin fee / account holder | $136,062 | $8,424+1515.2% | $7,391+1741.0% | $13,402+915.2% |