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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 | $44,850 | $49,199-8.8% | $121,210-63.0% | $75,177-40.3% |
| Participation rate | 61.5% | 55.4%+6.1pp | 69.5%-8.0pp | 67.2%-5.7pp |
| Annual return | 12.78% | 56.04%-43.3pp | 987.41%-974.6pp | 160.75%-148.0pp |
| Employer contribution / active EE | $1,082 | $1,547-30.1% | $4,171-74.1% | $2,671-59.5% |
| Participant deferral / active EE | $1,845 | $2,630-29.8% | $4,084-54.8% | $4,126-55.3% |
| Admin fee / account holder | $2,182 | $3,946-44.7% | $5,647-61.4% | $5,651-61.4% |