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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 | $47,253 | $49,164-3.9% | $121,169-61.0% | $75,181-37.1% |
| Participation rate | 52.6% | 55.4%-2.8pp | 69.5%-16.9pp | 67.2%-14.6pp |
| Annual return | 12.41% | 56.03%-43.6pp | 986.71%-974.3pp | 160.69%-148.3pp |
| Employer contribution / active EE | $576 | $1,546-62.8% | $4,168-86.2% | $2,671-78.4% |
| Participant deferral / active EE | $1,994 | $2,628-24.1% | $4,083-51.2% | $4,126-51.7% |
| Admin fee / account holder | $33,120 | $3,942+740.1% | $5,645+486.7% | $5,650+486.2% |