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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 | $51,256 | $176,120-70.9% | $159,487-67.9% | $167,553-69.4% |
| Participation rate | 57.1% | 85.0%-27.8pp | 82.8%-25.7pp | 82.1%-25.0pp |
| Annual return | 7.53% | 331.95%-324.4pp | 263.71%-256.2pp | 478.89%-471.4pp |
| Employer contribution / active EE | $1,446 | $5,299-72.7% | $4,831-70.1% | $4,840-70.1% |
| Participant deferral / active EE | $8,195 | $7,752+5.7% | $7,354+11.4% | $6,343+29.2% |
| Admin fee / account holder | $9,847 | $12,561-21.6% | $10,804-8.9% | $12,316-20.1% |