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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 | $52,271 | $57,305-8.8% | $86,640-39.7% | $75,173-30.5% |
| Participation rate | 65.5% | 63.2%+2.3pp | 71.7%-6.2pp | 67.2%-1.7pp |
| Annual return | 4.21% | 2674.24%-2670.0pp | 592.52%-588.3pp | 160.72%-156.5pp |
| Employer contribution / active EE | $1,034 | $2,316-55.4% | $3,024-65.8% | $2,671-61.3% |
| Participant deferral / active EE | $4,102 | $3,320+23.6% | $4,438-7.6% | $4,126-0.6% |
| Admin fee / account holder | $3,087 | $4,116-25.0% | $5,616-45.0% | $5,651-45.4% |