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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 | $47,193 | $58,714-19.6% | $142,874-67.0% | $85,856-45.0% |
| Participation rate | 61.0% | 58.5%+2.5pp | 72.0%-11.0pp | 69.3%-8.3pp |
| Annual return | 11.40% | 27.73%-16.3pp | 5638.58%-5627.2pp | 318.58%-307.2pp |
| Employer contribution / active EE | $881 | $1,423-38.1% | $4,145-78.7% | $2,565-65.7% |
| Participant deferral / active EE | $2,255 | $2,608-13.5% | $3,838-41.2% | $3,952-42.9% |
| Admin fee / account holder | $15,578 | $4,241+267.3% | $6,561+137.4% | $6,261+148.8% |