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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 | $45,639 | $80,812-43.5% | $160,784-71.6% | $82,448-44.6% |
| Participation rate | 68.9% | 66.2%+2.7pp | 77.0%-8.1pp | 68.1%+0.8pp |
| Annual return | 3.47% | 100.59%-97.1pp | 1803.92%-1800.5pp | 41.64%-38.2pp |
| Employer contribution / active EE | $712 | $2,174-67.2% | $3,733-80.9% | $2,551-72.1% |
| Participant deferral / active EE | $3,561 | $4,335-17.9% | $6,293-43.4% | $4,139-14.0% |
| Admin fee / account holder | $2,687 | $7,695-65.1% | $9,717-72.3% | $7,234-62.9% |