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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 | $43,309 | $52,353-17.3% | $120,225-64.0% | $82,448-47.5% |
| Participation rate | 36.0% | 58.3%-22.3pp | 69.6%-33.6pp | 68.1%-32.1pp |
| Annual return | 8.96% | 61.85%-52.9pp | 439.23%-430.3pp | 41.64%-32.7pp |
| Employer contribution / active EE | $356 | $1,510-76.4% | $3,475-89.8% | $2,551-86.0% |
| Participant deferral / active EE | $1,302 | $2,627-50.4% | $3,999-67.4% | $4,139-68.6% |
| Admin fee / account holder | $15,643 | $4,363+258.6% | $5,696+174.6% | $7,234+116.2% |