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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 | $50,436 | $203,436-75.2% | $152,466-66.9% | $167,518-69.9% |
| Participation rate | 66.7% | 82.3%-15.6pp | 78.2%-11.5pp | 82.1%-15.4pp |
| Annual return | 7.64% | 13.80%-6.2pp | 757.33%-749.7pp | 478.71%-471.1pp |
| Employer contribution / active EE | $2,096 | $5,220-59.8% | $4,327-51.6% | $4,838-56.7% |
| Participant deferral / active EE | $2,253 | $6,716-66.5% | $5,820-61.3% | $6,342-64.5% |
| Admin fee / account holder | $4,246 | $22,506-81.1% | $15,805-73.1% | $12,312-65.5% |