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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 | $52,040 | $150,435-65.4% | $120,580-56.8% | $145,897-64.3% |
| Participation rate | 63.6% | 78.8%-15.2pp | 72.0%-8.3pp | 80.3%-16.7pp |
| Annual return | 1.24% | 154.60%-153.4pp | 107.48%-106.2pp | 552.29%-551.0pp |
| Employer contribution / active EE | $1,927 | $4,352-55.7% | $3,469-44.4% | $4,663-58.7% |
| Participant deferral / active EE | $9,317 | $6,174+50.9% | $4,995+86.5% | $6,689+39.3% |
| Admin fee / account holder | $4,282 | $12,182-64.9% | $9,418-54.5% | $13,390-68.0% |