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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 | $50,143 | $80,812-38.0% | $160,784-68.8% | $82,448-39.2% |
| Participation rate | 61.2% | 66.2%-5.0pp | 77.0%-15.8pp | 68.1%-6.9pp |
| Annual return | 5.65% | 100.59%-94.9pp | 1803.92%-1798.3pp | 41.64%-36.0pp |
| Employer contribution / active EE | $626 | $2,174-71.2% | $3,733-83.2% | $2,551-75.5% |
| Participant deferral / active EE | $6,322 | $4,335+45.8% | $6,293+0.5% | $4,139+52.7% |
| Admin fee / account holder | $24,750 | $7,695+221.6% | $9,717+154.7% | $7,234+242.1% |