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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 | $59,047 | $65,434-9.8% | $98,483-40.0% | $85,847-31.2% |
| Participation rate | 55.3% | 65.0%-9.7pp | 73.3%-18.0pp | 69.3%-14.0pp |
| Annual return | 8.85% | 21.75%-12.9pp | 1494.38%-1485.5pp | 318.61%-309.8pp |
| Employer contribution / active EE | $1,116 | $2,169-48.5% | $2,961-62.3% | $2,565-56.5% |
| Participant deferral / active EE | $4,549 | $3,168+43.6% | $4,276+6.4% | $3,952+15.1% |
| Admin fee / account holder | $11,442 | $4,595+149.0% | $5,953+92.2% | $6,261+82.8% |