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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 | $39,856 | $55,902-28.7% | $76,030-47.6% | $80,959-50.8% |
| Participation rate | 67.4% | 62.1%+5.4pp | 69.1%-1.6pp | 67.7%-0.2pp |
| Annual return | 5.64% | 20.59%-14.9pp | 361.54%-355.9pp | 35.67%-30.0pp |
| Employer contribution / active EE | $2,326 | $1,867+24.6% | $2,688-13.5% | $2,757-15.7% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,257-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,075 | $5,239-79.5% | $6,421-83.3% | $6,925-84.5% |