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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 | $49,581 | $29,733+66.8% | $56,025-11.5% | $80,959-38.8% |
| Participation rate | 54.3% | 41.7%+12.6pp | 52.5%+1.8pp | 67.7%-13.4pp |
| Annual return | -16.43% | 35.28%-51.7pp | 1712.69%-1729.1pp | 35.67%-52.1pp |
| Employer contribution / active EE | $1,227 | $672+82.7% | $1,042+17.8% | $2,757-55.5% |
| Participant deferral / active EE | $2,787 | $1,229+126.7% | $1,955+42.6% | $4,300-35.2% |
| Admin fee / account holder | $4,547 | $2,434+86.8% | $2,828+60.8% | $6,925-34.3% |