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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 | $54,100 | $48,570+11.4% | $130,660-58.6% | $72,983-25.9% |
| Participation rate | 61.3% | 58.6%+2.7pp | 71.7%-10.5pp | 69.5%-8.2pp |
| Annual return | 14.80% | 38.63%-23.8pp | 1709.29%-1694.5pp | 81.01%-66.2pp |
| Employer contribution / active EE | $781 | $1,334-41.5% | $4,092-80.9% | $2,440-68.0% |
| Participant deferral / active EE | $1,874 | $2,384-21.4% | $3,603-48.0% | $3,608-48.1% |
| Admin fee / account holder | $1,374 | $3,549-61.3% | $5,463-74.8% | $5,124-73.2% |