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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 | $54,835 | $58,275-5.9% | $81,844-33.0% | $80,935-32.2% |
| Participation rate | 51.7% | 63.5%-11.7pp | 72.4%-20.7pp | 67.7%-15.9pp |
| Annual return | 9.57% | 41.82%-32.2pp | 778.87%-769.3pp | 35.66%-26.1pp |
| Employer contribution / active EE | $795 | $2,346-66.1% | $2,916-72.7% | $2,757-71.2% |
| Participant deferral / active EE | $5,152 | $3,285+56.8% | $4,323+19.2% | $4,299+19.8% |
| Admin fee / account holder | $10,903 | $4,749+129.6% | $7,355+48.2% | $6,924+57.5% |