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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 | $49,422 | $49,896-1.0% | $80,627-38.7% | $75,173-34.3% |
| Participation rate | 56.5% | 55.3%+1.1pp | 67.0%-10.6pp | 67.2%-10.8pp |
| Annual return | 11.61% | 34.67%-23.1pp | 936.76%-925.2pp | 160.72%-149.1pp |
| Employer contribution / active EE | $1,184 | $1,699-30.3% | $2,723-56.5% | $2,671-55.7% |
| Participant deferral / active EE | $2,534 | $2,992-15.3% | $4,443-43.0% | $4,126-38.6% |
| Admin fee / account holder | $1,759 | $3,578-50.8% | $5,381-67.3% | $5,651-68.9% |