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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 | $82,277 | $73,107+12.5% | $114,563-28.2% | $87,485-6.0% |
| Participation rate | 44.7% | 65.8%-21.0pp | 72.9%-28.2pp | 68.9%-24.2pp |
| Annual return | 11.99% | 19.47%-7.5pp | 241.09%-229.1pp | 26.06%-14.1pp |
| Employer contribution / active EE | $459 | $1,881-75.6% | $2,592-82.3% | $2,596-82.3% |
| Participant deferral / active EE | $2,456 | $3,144-21.9% | $4,142-40.7% | $4,274-42.5% |
| Admin fee / account holder | $16,814 | $5,770+191.4% | $7,623+120.6% | $7,775+116.3% |