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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 | $82,037 | $88,754-7.6% | $81,820+0.3% | $145,877-43.8% |
| Participation rate | 64.7% | 75.1%-10.4pp | 72.4%-7.7pp | 80.3%-15.6pp |
| Annual return | 8.77% | 1031.77%-1023.0pp | 777.93%-769.2pp | 551.28%-542.5pp |
| Employer contribution / active EE | $1,911 | $3,085-38.1% | $2,915-34.4% | $4,663-59.0% |
| Participant deferral / active EE | $2,400 | $4,648-48.4% | $4,323-44.5% | $6,691-64.1% |
| Admin fee / account holder | $63,714 | $8,424+656.4% | $7,391+762.1% | $13,402+375.4% |