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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 | $46,976 | $57,330-18.1% | $86,656-45.8% | $75,177-37.5% |
| Participation rate | 63.0% | 63.2%-0.2pp | 71.7%-8.7pp | 67.2%-4.2pp |
| Annual return | 12.51% | 2675.40%-2662.9pp | 593.09%-580.6pp | 160.75%-148.2pp |
| Employer contribution / active EE | $1,443 | $2,316-37.7% | $3,025-52.3% | $2,671-46.0% |
| Participant deferral / active EE | $2,108 | $3,320-36.5% | $4,439-52.5% | $4,126-48.9% |
| Admin fee / account holder | $22,127 | $4,115+437.7% | $5,619+293.8% | $5,651+291.5% |