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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 | $57,536 | $56,431+2.0% | $130,788-56.0% | $87,485-34.2% |
| Participation rate | 47.2% | 58.9%-11.7pp | 70.1%-22.9pp | 68.9%-21.7pp |
| Annual return | 2.92% | 91.27%-88.3pp | 386.44%-383.5pp | 26.06%-23.1pp |
| Employer contribution / active EE | $1,379 | $1,549-11.0% | $3,558-61.2% | $2,596-46.9% |
| Participant deferral / active EE | $3,520 | $2,749+28.0% | $4,137-14.9% | $4,274-17.6% |
| Admin fee / account holder | $17,857 | $4,433+302.8% | $6,673+167.6% | $7,775+129.7% |