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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 | $35,337 | $48,570-27.2% | $130,660-73.0% | $72,976-51.6% |
| Participation rate | 50.7% | 58.6%-7.9pp | 71.7%-21.0pp | 69.5%-18.8pp |
| Annual return | 5.32% | 38.63%-33.3pp | 1709.29%-1704.0pp | 81.02%-75.7pp |
| Employer contribution / active EE | $1,915 | $1,334+43.6% | $4,092-53.2% | $2,440-21.5% |
| Participant deferral / active EE | $3,556 | $2,384+49.2% | $3,603-1.3% | $3,608-1.4% |
| Admin fee / account holder | $2,306 | $3,549-35.0% | $5,463-57.8% | $5,124-55.0% |