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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 | $57,690 | $65,575-12.0% | $86,209-33.1% | $75,181-23.3% |
| Participation rate | 59.3% | 60.5%-1.2pp | 69.0%-9.7pp | 67.2%-7.9pp |
| Annual return | 8.41% | 46.07%-37.7pp | 1169.05%-1160.6pp | 160.69%-152.3pp |
| Employer contribution / active EE | $1,023 | $1,553-34.1% | $2,381-57.0% | $2,671-61.7% |
| Participant deferral / active EE | $2,602 | $3,023-13.9% | $3,986-34.7% | $4,126-36.9% |
| Admin fee / account holder | $551 | $5,470-89.9% | $6,853-92.0% | $5,650-90.3% |