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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 | $39,633 | $49,164-19.4% | $121,169-67.3% | $75,181-47.3% |
| Participation rate | 52.8% | 55.4%-2.6pp | 69.5%-16.7pp | 67.2%-14.4pp |
| Annual return | 13.56% | 56.03%-42.5pp | 986.71%-973.2pp | 160.69%-147.1pp |
| Employer contribution / active EE | $430 | $1,546-72.2% | $4,168-89.7% | $2,671-83.9% |
| Participant deferral / active EE | $2,155 | $2,628-18.0% | $4,083-47.2% | $4,126-47.8% |
| Admin fee / account holder | $4,268 | $3,942+8.3% | $5,645-24.4% | $5,650-24.5% |