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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 | $61,125-29.9% | $94,057-54.5% | $87,485-51.0% |
| Participation rate | 25.6% | 64.1%-38.4pp | 73.3%-47.7pp | 68.9%-43.3pp |
| Annual return | 6.35% | 35.20%-28.8pp | 480.62%-474.3pp | 26.06%-19.7pp |
| Employer contribution / active EE | $459 | $2,136-78.5% | $2,933-84.4% | $2,596-82.3% |
| Participant deferral / active EE | $1,311 | $3,260-59.8% | $4,709-72.2% | $4,274-69.3% |
| Admin fee / account holder | $60,095 | $5,629+967.7% | $7,244+729.5% | $7,775+672.9% |