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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 | $44,858 | $52,353-14.3% | $120,225-62.7% | $82,448-45.6% |
| Participation rate | 45.0% | 58.3%-13.3pp | 69.6%-24.6pp | 68.1%-23.1pp |
| Annual return | 12.95% | 61.85%-48.9pp | 439.23%-426.3pp | 41.64%-28.7pp |
| Employer contribution / active EE | $646 | $1,510-57.2% | $3,475-81.4% | $2,551-74.7% |
| Participant deferral / active EE | $1,719 | $2,627-34.6% | $3,999-57.0% | $4,139-58.5% |
| Admin fee / account holder | $12,781 | $4,363+193.0% | $5,696+124.4% | $7,234+76.7% |