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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 | $59,656 | $52,353+13.9% | $120,225-50.4% | $82,448-27.6% |
| Participation rate | 49.0% | 58.3%-9.3pp | 69.6%-20.6pp | 68.1%-19.0pp |
| Annual return | 12.14% | 61.85%-49.7pp | 439.23%-427.1pp | 41.64%-29.5pp |
| Employer contribution / active EE | $558 | $1,510-63.1% | $3,475-83.9% | $2,551-78.1% |
| Participant deferral / active EE | $2,342 | $2,627-10.9% | $3,999-41.4% | $4,139-43.4% |
| Admin fee / account holder | $1,511 | $4,363-65.4% | $5,696-73.5% | $7,234-79.1% |