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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 | $76,068 | $49,199+54.6% | $121,204-37.2% | $75,173+1.2% |
| Participation rate | 48.4% | 55.4%-7.0pp | 69.5%-21.1pp | 67.2%-18.8pp |
| Annual return | 13.01% | 56.04%-43.0pp | 987.18%-974.2pp | 160.72%-147.7pp |
| Employer contribution / active EE | $650 | $1,547-58.0% | $4,170-84.4% | $2,671-75.7% |
| Participant deferral / active EE | $1,264 | $2,630-51.9% | $4,083-69.0% | $4,126-69.4% |
| Admin fee / account holder | $11,318 | $3,946+186.8% | $5,651+100.3% | $5,651+100.3% |