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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 | $41,733 | $61,787-32.5% | $97,197-57.1% | $80,925-48.4% |
| Participation rate | 59.3% | 63.5%-4.2pp | 72.7%-13.4pp | 67.7%-8.4pp |
| Annual return | 9.85% | -558.16%+568.0pp | 75.47%-65.6pp | 35.65%-25.8pp |
| Employer contribution / active EE | $699 | $1,836-61.9% | $2,723-74.3% | $2,756-74.6% |
| Participant deferral / active EE | $1,095 | $3,027-63.8% | $4,263-74.3% | $4,299-74.5% |
| Admin fee / account holder | $9,234 | $5,170+78.6% | $5,637+63.8% | $6,940+33.1% |