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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 | $42,792 | $49,164-13.0% | $121,169-64.7% | $75,181-43.1% |
| Participation rate | 61.1% | 55.4%+5.7pp | 69.5%-8.4pp | 67.2%-6.1pp |
| Annual return | 13.12% | 56.03%-42.9pp | 986.71%-973.6pp | 160.69%-147.6pp |
| Employer contribution / active EE | $668 | $1,546-56.8% | $4,168-84.0% | $2,671-75.0% |
| Participant deferral / active EE | $1,763 | $2,628-32.9% | $4,083-56.8% | $4,126-57.3% |
| Admin fee / account holder | $2,102 | $3,942-46.7% | $5,645-62.8% | $5,650-62.8% |