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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 | $47,592 | $106,003-55.1% | $92,236-48.4% | $147,585-67.8% |
| Participation rate | 55.6% | 80.4%-24.9pp | 76.5%-20.9pp | 82.8%-27.3pp |
| Annual return | 5.25% | 50.05%-44.8pp | 176.29%-171.0pp | 578.57%-573.3pp |
| Employer contribution / active EE | $1,071 | $4,333-75.3% | $3,679-70.9% | $4,876-78.0% |
| Participant deferral / active EE | $1,996 | $4,478-55.4% | $3,897-48.8% | $5,439-63.3% |
| Admin fee / account holder | $8,655 | $6,333+36.7% | $5,194+66.6% | $10,885-20.5% |