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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 | $51,385 | $80,812-36.4% | $160,784-68.0% | $82,448-37.7% |
| Participation rate | 65.6% | 66.2%-0.7pp | 77.0%-11.4pp | 68.1%-2.5pp |
| Annual return | 12.57% | 100.59%-88.0pp | 1803.92%-1791.4pp | 41.64%-29.1pp |
| Employer contribution / active EE | $1,421 | $2,174-34.6% | $3,733-61.9% | $2,551-44.3% |
| Participant deferral / active EE | $3,959 | $4,335-8.7% | $6,293-37.1% | $4,139-4.4% |
| Admin fee / account holder | $7,993 | $7,695+3.9% | $9,717-17.7% | $7,234+10.5% |