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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 | $45,964 | $58,726-21.7% | $142,898-67.8% | $85,847-46.5% |
| Participation rate | 67.5% | 58.5%+9.0pp | 72.0%-4.5pp | 69.3%-1.8pp |
| Annual return | 7.37% | 27.73%-20.4pp | 5639.64%-5632.3pp | 318.61%-311.2pp |
| Employer contribution / active EE | $680 | $1,424-52.2% | $4,146-83.6% | $2,565-73.5% |
| Participant deferral / active EE | $1,531 | $2,609-41.3% | $3,838-60.1% | $3,952-61.3% |
| Admin fee / account holder | $3,533 | $4,234-16.6% | $6,560-46.1% | $6,261-43.6% |