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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 | $58,267 | $55,902+4.2% | $76,030-23.4% | $80,959-28.0% |
| Participation rate | 51.9% | 62.1%-10.2pp | 69.1%-17.2pp | 67.7%-15.8pp |
| Annual return | 8.28% | 20.59%-12.3pp | 361.54%-353.3pp | 35.67%-27.4pp |
| Employer contribution / active EE | $827 | $1,867-55.7% | $2,688-69.2% | $2,757-70.0% |
| Participant deferral / active EE | $2,576 | $3,051-15.6% | $4,257-39.5% | $4,300-40.1% |
| Admin fee / account holder | $101,106 | $5,239+1829.8% | $6,421+1474.7% | $6,925+1359.9% |