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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 | $47,911 | $52,507-8.8% | $129,406-63.0% | $74,478-35.7% |
| Participation rate | 63.5% | 53.9%+9.6pp | 69.6%-6.1pp | 67.2%-3.7pp |
| Annual return | 9.93% | 15.64%-5.7pp | 9468.18%-9458.2pp | 1370.56%-1360.6pp |
| Employer contribution / active EE | $985 | $1,534-35.8% | $4,155-76.3% | $2,626-62.5% |
| Participant deferral / active EE | $2,742 | $2,801-2.1% | $4,167-34.2% | $4,350-37.0% |
| Admin fee / account holder | $1,546 | $2,639-41.4% | $7,689-79.9% | $1,946-20.5% |