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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 | $29,670+67.1% | $56,054-11.5% | $80,911-38.7% |
| Participation rate | 54.3% | 41.7%+12.6pp | 52.5%+1.8pp | 67.6%-13.4pp |
| Annual return | -16.43% | 35.24%-51.7pp | 1705.95%-1722.4pp | 35.63%-52.1pp |
| Employer contribution / active EE | $1,227 | $670+83.3% | $1,039+18.1% | $2,756-55.5% |
| Participant deferral / active EE | $2,787 | $1,227+127.1% | $1,952+42.7% | $4,297-35.1% |
| Admin fee / account holder | $4,547 | $2,431+87.0% | $2,822+61.1% | $6,935-34.4% |