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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 | $47,105-12.3% | $68,368-39.6% | $67,986-39.2% |
| Participation rate | 44.3% | 51.8%-7.5pp | 73.8%-29.5pp | 57.2%-12.9pp |
| Annual return | 10.77% | 48.37%-37.6pp | 292.57%-281.8pp | 31.67%-20.9pp |
| Employer contribution / active EE | $552 | $1,859-70.3% | $2,649-79.2% | $2,019-72.7% |
| Participant deferral / active EE | $1,532 | $2,374-35.5% | $4,123-62.8% | $3,358-54.4% |
| Admin fee / account holder | $12,873 | $2,435+428.7% | $5,150+150.0% | $3,203+301.9% |