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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 | $50,605 | $53,063-4.6% | $124,206-59.3% | $82,637-38.8% |
| Participation rate | 22.2% | 58.4%-36.2pp | 69.6%-47.4pp | 68.1%-45.8pp |
| Annual return | 10.96% | 68.87%-57.9pp | 515.27%-504.3pp | 53.51%-42.5pp |
| Employer contribution / active EE | $759 | $1,530-50.4% | $3,540-78.6% | $2,552-70.3% |
| Participant deferral / active EE | $1,376 | $2,644-48.0% | $3,968-65.3% | $4,126-66.7% |
| Admin fee / account holder | $42,419 | $4,281+890.9% | $5,929+615.5% | $7,339+478.0% |