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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 | $63,896 | $70,666-9.6% | $169,385-62.3% | $75,181-15.0% |
| Participation rate | 33.3% | 64.8%-31.5pp | 77.2%-43.8pp | 67.2%-33.9pp |
| Annual return | 10.63% | 36.37%-25.7pp | 405.82%-395.2pp | 160.69%-150.1pp |
| Employer contribution / active EE | $1,471 | $2,210-33.4% | $4,012-63.3% | $2,671-44.9% |
| Participant deferral / active EE | $3,167 | $4,308-26.5% | $6,221-49.1% | $4,126-23.2% |
| Admin fee / account holder | $55,273 | $5,402+923.1% | $9,011+513.4% | $5,650+878.3% |