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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 | $38,550 | $49,199-21.6% | $121,204-68.2% | $75,173-48.7% |
| Participation rate | 59.3% | 55.4%+3.9pp | 69.5%-10.2pp | 67.2%-7.9pp |
| Annual return | 1.32% | 56.04%-54.7pp | 987.18%-985.9pp | 160.72%-159.4pp |
| Employer contribution / active EE | $1,767 | $1,547+14.2% | $4,170-57.6% | $2,671-33.8% |
| Participant deferral / active EE | $2,645 | $2,630+0.6% | $4,083-35.2% | $4,126-35.9% |
| Admin fee / account holder | $3,306 | $3,946-16.2% | $5,651-41.5% | $5,651-41.5% |