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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 | $51,528 | $61,787-16.6% | $97,197-47.0% | $80,925-36.3% |
| Participation rate | 42.9% | 63.5%-20.6pp | 72.7%-29.8pp | 67.7%-24.8pp |
| Annual return | 10.37% | -558.16%+568.5pp | 75.47%-65.1pp | 35.65%-25.3pp |
| Employer contribution / active EE | $906 | $1,836-50.6% | $2,723-66.7% | $2,756-67.1% |
| Participant deferral / active EE | $1,576 | $3,027-48.0% | $4,263-63.0% | $4,299-63.3% |
| Admin fee / account holder | $17,836 | $5,170+245.0% | $5,637+216.4% | $6,940+157.0% |