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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 | $44,703 | $48,570-8.0% | $130,660-65.8% | $72,976-38.7% |
| Participation rate | 69.6% | 58.6%+11.0pp | 71.7%-2.2pp | 69.5%+0.1pp |
| Annual return | 5.78% | 38.63%-32.9pp | 1709.29%-1703.5pp | 81.02%-75.2pp |
| Employer contribution / active EE | $1,429 | $1,334+7.1% | $4,092-65.1% | $2,440-41.4% |
| Participant deferral / active EE | $2,552 | $2,384+7.1% | $3,603-29.2% | $3,608-29.3% |
| Admin fee / account holder | $2,273 | $3,549-36.0% | $5,463-58.4% | $5,124-55.6% |