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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 | $51,738 | $57,330-9.8% | $86,656-40.3% | $75,177-31.2% |
| Participation rate | 46.2% | 63.2%-17.0pp | 71.7%-25.6pp | 67.2%-21.1pp |
| Annual return | 12.75% | 2675.40%-2662.6pp | 593.09%-580.3pp | 160.75%-148.0pp |
| Employer contribution / active EE | $1,850 | $2,316-20.1% | $3,025-38.9% | $2,671-30.7% |
| Participant deferral / active EE | $1,372 | $3,320-58.7% | $4,439-69.1% | $4,126-66.8% |
| Admin fee / account holder | $9,528 | $4,115+131.6% | $5,619+69.6% | $5,651+68.6% |