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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 | $42,837 | $51,638-17.0% | $68,368-37.3% | $82,448-48.0% |
| Participation rate | 25.6% | 63.6%-38.0pp | 73.8%-48.1pp | 68.1%-42.4pp |
| Annual return | 6.35% | 37.53%-31.2pp | 292.57%-286.2pp | 41.64%-35.3pp |
| Employer contribution / active EE | $459 | $2,047-77.6% | $2,649-82.7% | $2,551-82.0% |
| Participant deferral / active EE | $1,311 | $2,914-55.0% | $4,123-68.2% | $4,139-68.3% |
| Admin fee / account holder | $60,095 | $4,643+1194.2% | $5,150+1066.9% | $7,234+730.7% |