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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 | $52,353-20.7% | $120,225-65.5% | $82,448-49.7% |
| Participation rate | 60.0% | 58.3%+1.7pp | 69.6%-9.6pp | 68.1%-8.1pp |
| Annual return | 8.86% | 61.85%-53.0pp | 439.23%-430.4pp | 41.64%-32.8pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,922 | $2,627+11.3% | $3,999-26.9% | $4,139-29.4% |
| Admin fee / account holder | $2,051 | $4,363-53.0% | $5,696-64.0% | $7,234-71.6% |