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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 | $51,253 | $80,812-36.6% | $160,784-68.1% | $82,448-37.8% |
| Participation rate | 44.7% | 66.2%-21.6pp | 77.0%-32.3pp | 68.1%-23.4pp |
| Annual return | 10.34% | 100.59%-90.2pp | 1803.92%-1793.6pp | 41.64%-31.3pp |
| Employer contribution / active EE | $779 | $2,174-64.1% | $3,733-79.1% | $2,551-69.4% |
| Participant deferral / active EE | $2,229 | $4,335-48.6% | $6,293-64.6% | $4,139-46.1% |
| Admin fee / account holder | $664 | $7,695-91.4% | $9,717-93.2% | $7,234-90.8% |