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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 | $53,063+2.7% | $124,206-56.1% | $82,637-34.1% |
| Participation rate | 48.1% | 58.4%-10.3pp | 69.6%-21.4pp | 68.1%-19.9pp |
| Annual return | 11.13% | 68.87%-57.7pp | 515.27%-504.1pp | 53.51%-42.4pp |
| Employer contribution / active EE | $1,511 | $1,530-1.3% | $3,540-57.3% | $2,552-40.8% |
| Participant deferral / active EE | $3,456 | $2,644+30.7% | $3,968-12.9% | $4,126-16.2% |
| Admin fee / account holder | $13,396 | $4,281+212.9% | $5,929+126.0% | $7,339+82.5% |