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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 | $55,938 | $59,006-5.2% | $97,295-42.5% | $74,478-24.9% |
| Participation rate | 43.3% | 63.7%-20.4pp | 72.7%-29.4pp | 67.2%-24.0pp |
| Annual return | 10.26% | 16.04%-5.8pp | 75.62%-65.4pp | 1370.56%-1360.3pp |
| Employer contribution / active EE | $612 | $1,894-67.7% | $2,723-77.5% | $2,626-76.7% |
| Participant deferral / active EE | $1,916 | $3,671-47.8% | $4,264-55.1% | $4,350-56.0% |
| Admin fee / account holder | $3,709 | $1,974+87.9% | $5,646-34.3% | $1,946+90.6% |