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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 | $48,766 | $65,575-25.6% | $86,209-43.4% | $75,181-35.1% |
| Participation rate | 67.9% | 60.5%+7.4pp | 69.0%-1.1pp | 67.2%+0.7pp |
| Annual return | 11.58% | 46.07%-34.5pp | 1169.05%-1157.5pp | 160.69%-149.1pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,278 | $3,023+41.5% | $3,986+7.3% | $4,126+3.7% |
| Admin fee / account holder | $4,779 | $5,470-12.6% | $6,853-30.3% | $5,650-15.4% |