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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 | $41,504 | $56,431-26.5% | $130,788-68.3% | $87,485-52.6% |
| Participation rate | 60.0% | 58.9%+1.1pp | 70.1%-10.1pp | 68.9%-8.9pp |
| Annual return | 8.86% | 91.27%-82.4pp | 386.44%-377.6pp | 26.06%-17.2pp |
| Employer contribution / active EE | $0 | $1,549-100.0% | $3,558-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,922 | $2,749+6.3% | $4,137-29.4% | $4,274-31.6% |
| Admin fee / account holder | $2,051 | $4,433-53.7% | $6,673-69.3% | $7,775-73.6% |