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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 | $52,087 | $106,008-50.9% | $92,240-43.5% | $147,586-64.7% |
| Participation rate | 41.7% | 80.4%-38.7pp | 76.5%-34.8pp | 82.8%-41.2pp |
| Annual return | 5.48% | 50.05%-44.6pp | 176.29%-170.8pp | 578.59%-573.1pp |
| Employer contribution / active EE | $1,254 | $4,333-71.1% | $3,680-65.9% | $4,876-74.3% |
| Participant deferral / active EE | $5,038 | $4,478+12.5% | $3,897+29.3% | $5,439-7.4% |
| Admin fee / account holder | $16,837 | $6,333+165.9% | $5,194+224.1% | $10,886+54.7% |