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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 | $53,150 | $27,924+90.3% | $58,544-9.2% | $75,181-29.3% |
| Participation rate | 37.5% | 38.8%-1.3pp | 50.9%-13.4pp | 67.2%-29.7pp |
| Annual return | 14.23% | 44.20%-30.0pp | 4249.56%-4235.3pp | 160.69%-146.5pp |
| Employer contribution / active EE | $630 | $669-5.9% | $1,053-40.2% | $2,671-76.4% |
| Participant deferral / active EE | $2,621 | $1,202+118.1% | $1,923+36.3% | $4,126-36.5% |
| Admin fee / account holder | $5,335 | $1,726+209.1% | $2,520+111.7% | $5,650-5.6% |