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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 | $54,480 | $56,431-3.5% | $130,788-58.3% | $87,485-37.7% |
| Participation rate | 48.1% | 58.9%-10.8pp | 70.1%-22.0pp | 68.9%-20.8pp |
| Annual return | 11.13% | 91.27%-80.1pp | 386.44%-375.3pp | 26.06%-14.9pp |
| Employer contribution / active EE | $1,511 | $1,549-2.5% | $3,558-57.5% | $2,596-41.8% |
| Participant deferral / active EE | $3,456 | $2,749+25.7% | $4,137-16.5% | $4,274-19.1% |
| Admin fee / account holder | $13,396 | $4,433+202.2% | $6,673+100.8% | $7,775+72.3% |