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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 | $26,029 | $49,199-47.1% | $121,204-78.5% | $75,173-65.4% |
| Participation rate | 51.1% | 55.4%-4.3pp | 69.5%-18.4pp | 67.2%-16.1pp |
| Annual return | 12.22% | 56.04%-43.8pp | 987.18%-975.0pp | 160.72%-148.5pp |
| Employer contribution / active EE | $1,233 | $1,547-20.3% | $4,170-70.4% | $2,671-53.8% |
| Participant deferral / active EE | $2,671 | $2,630+1.6% | $4,083-34.6% | $4,126-35.3% |
| Admin fee / account holder | $9,978 | $3,946+152.9% | $5,651+76.6% | $5,651+76.6% |