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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 | $44,542 | $52,353-14.9% | $120,225-63.0% | $82,448-46.0% |
| Participation rate | 32.0% | 58.3%-26.3pp | 69.6%-37.6pp | 68.1%-36.1pp |
| Annual return | 9.81% | 61.85%-52.0pp | 439.23%-429.4pp | 41.64%-31.8pp |
| Employer contribution / active EE | $735 | $1,510-51.3% | $3,475-78.9% | $2,551-71.2% |
| Participant deferral / active EE | $2,262 | $2,627-13.9% | $3,999-43.4% | $4,139-45.3% |
| Admin fee / account holder | $6,466 | $4,363+48.2% | $5,696+13.5% | $7,234-10.6% |