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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 | $54,642 | $101,591-46.2% | $147,096-62.9% | $74,429-26.6% |
| Participation rate | 47.2% | 75.5%-28.3pp | 82.2%-35.0pp | 67.2%-20.0pp |
| Annual return | 11.26% | 8746.45%-8735.2pp | 419.75%-408.5pp | 1368.38%-1357.1pp |
| Employer contribution / active EE | $1,262 | $3,813-66.9% | $4,936-74.4% | $2,625-51.9% |
| Participant deferral / active EE | $3,540 | $7,302-51.5% | $8,071-56.1% | $4,348-18.6% |
| Admin fee / account holder | $4,661 | $1,750+166.4% | $13,005-64.2% | $1,944+139.7% |