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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 | $48,809 | $49,164-0.7% | $121,169-59.7% | $75,181-35.1% |
| Participation rate | 53.8% | 55.4%-1.6pp | 69.5%-15.7pp | 67.2%-13.4pp |
| Annual return | 11.15% | 56.03%-44.9pp | 986.71%-975.6pp | 160.69%-149.5pp |
| Employer contribution / active EE | $901 | $1,546-41.7% | $4,168-78.4% | $2,671-66.2% |
| Participant deferral / active EE | $3,593 | $2,628+36.7% | $4,083-12.0% | $4,126-12.9% |
| Admin fee / account holder | $24,942 | $3,942+532.7% | $5,645+341.8% | $5,650+341.5% |