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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 | $43,770 | $40,435+8.2% | $80,627-45.7% | $74,460-41.2% |
| Participation rate | 14.0% | 47.4%-33.4pp | 67.0%-53.1pp | 70.7%-56.8pp |
| Annual return | 15.00% | 165.19%-150.2pp | 936.76%-921.8pp | 34.38%-19.4pp |
| Employer contribution / active EE | $371 | $1,498-75.2% | $2,723-86.4% | $2,638-85.9% |
| Participant deferral / active EE | $815 | $2,673-69.5% | $4,443-81.7% | $4,530-82.0% |
| Admin fee / account holder | $3,174 | $721+340.4% | $5,381-41.0% | $348+812.7% |