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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 | $70,752 | $58,311+21.3% | $81,882-13.6% | $80,959-12.6% |
| Participation rate | 44.1% | 63.5%-19.4pp | 72.4%-28.3pp | 67.7%-23.6pp |
| Annual return | 7.94% | 41.85%-33.9pp | 779.47%-771.5pp | 35.67%-27.7pp |
| Employer contribution / active EE | $1,518 | $2,347-35.3% | $2,916-48.0% | $2,757-45.0% |
| Participant deferral / active EE | $2,830 | $3,287-13.9% | $4,323-34.5% | $4,300-34.2% |
| Admin fee / account holder | $150,051 | $4,752+3057.6% | $7,360+1938.9% | $6,925+2066.7% |