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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 | $45,705 | $41,150+11.1% | $80,627-43.3% | $71,511-36.1% |
| Participation rate | 7.1% | 50.3%-43.2pp | 67.0%-59.9pp | 67.9%-60.8pp |
| Annual return | 10.88% | 38.48%-27.6pp | 936.76%-925.9pp | 28.86%-18.0pp |
| Employer contribution / active EE | $266 | $1,515-82.4% | $2,723-90.2% | $2,589-89.7% |
| Participant deferral / active EE | $709 | $2,701-73.8% | $4,443-84.1% | $4,291-83.5% |
| Admin fee / account holder | $3,108 | $1,841+68.8% | $5,381-42.2% | $1,588+95.7% |