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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 | $53,527 | $57,305-6.6% | $86,640-38.2% | $75,173-28.8% |
| Participation rate | 60.0% | 63.2%-3.2pp | 71.7%-11.7pp | 67.2%-7.2pp |
| Annual return | 10.87% | 2674.24%-2663.4pp | 592.52%-581.7pp | 160.72%-149.9pp |
| Employer contribution / active EE | $2,264 | $2,316-2.3% | $3,024-25.1% | $2,671-15.2% |
| Participant deferral / active EE | $5,395 | $3,320+62.5% | $4,438+21.5% | $4,126+30.7% |
| Admin fee / account holder | $14,533 | $4,116+253.1% | $5,616+158.8% | $5,651+157.2% |