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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 | $39,611 | $60,128-34.1% | $90,440-56.2% | $79,852-50.4% |
| Participation rate | 57.4% | 65.0%-7.6pp | 72.7%-15.3pp | 69.6%-12.2pp |
| Annual return | 5.87% | 71.95%-66.1pp | 1294.38%-1288.5pp | 31.72%-25.8pp |
| Employer contribution / active EE | $2,518 | $2,068+21.7% | $3,263-22.8% | $2,471+1.9% |
| Participant deferral / active EE | $5,907 | $2,939+101.0% | $3,964+49.0% | $3,740+57.9% |
| Admin fee / account holder | $6,012 | $3,977+51.1% | $5,615+7.1% | $5,306+13.3% |