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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 | $54,992 | $106,008-48.1% | $92,240-40.4% | $147,586-62.7% |
| Participation rate | 62.5% | 80.4%-17.9pp | 76.5%-14.0pp | 82.8%-20.3pp |
| Annual return | 9.63% | 50.05%-40.4pp | 176.29%-166.7pp | 578.59%-569.0pp |
| Employer contribution / active EE | $1,128 | $4,333-74.0% | $3,680-69.4% | $4,876-76.9% |
| Participant deferral / active EE | $4,744 | $4,478+5.9% | $3,897+21.7% | $5,439-12.8% |
| Admin fee / account holder | $1,135 | $6,333-82.1% | $5,194-78.2% | $10,886-89.6% |