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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 | $41,308 | $45,900-10.0% | $94,057-56.1% | $64,340-35.8% |
| Participation rate | 44.3% | 50.6%-6.3pp | 73.3%-29.0pp | 55.2%-11.0pp |
| Annual return | 10.77% | 50.47%-39.7pp | 480.62%-469.9pp | 24.14%-13.4pp |
| Employer contribution / active EE | $552 | $1,612-65.8% | $2,933-81.2% | $1,862-70.4% |
| Participant deferral / active EE | $1,532 | $2,102-27.1% | $4,709-67.5% | $2,980-48.6% |
| Admin fee / account holder | $12,873 | $3,143+309.5% | $7,244+77.7% | $3,703+247.7% |