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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 | $41,247 | $61,816-33.3% | $97,260-57.6% | $80,935-49.0% |
| Participation rate | 48.5% | 63.5%-15.0pp | 72.7%-24.2pp | 67.7%-19.2pp |
| Annual return | 10.29% | -558.73%+569.0pp | 75.54%-65.2pp | 35.66%-25.4pp |
| Employer contribution / active EE | $1,005 | $1,836-45.3% | $2,721-63.1% | $2,757-63.5% |
| Participant deferral / active EE | $2,105 | $3,027-30.5% | $4,262-50.6% | $4,299-51.0% |
| Admin fee / account holder | $4,683 | $5,166-9.3% | $5,640-17.0% | $6,924-32.4% |