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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 | $50,499 | $57,330-11.9% | $86,656-41.7% | $75,177-32.8% |
| Participation rate | 30.8% | 63.2%-32.4pp | 71.7%-40.9pp | 67.2%-36.4pp |
| Annual return | 11.18% | 2675.40%-2664.2pp | 593.09%-581.9pp | 160.75%-149.6pp |
| Employer contribution / active EE | $810 | $2,316-65.0% | $3,025-73.2% | $2,671-69.7% |
| Participant deferral / active EE | $1,926 | $3,320-42.0% | $4,439-56.6% | $4,126-53.3% |
| Admin fee / account holder | $1,729 | $4,115-58.0% | $5,619-69.2% | $5,651-69.4% |