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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 | $46,880 | $43,730+7.2% | $66,674-29.7% | $64,097-26.9% |
| Participation rate | 17.9% | 50.7%-32.8pp | 73.7%-55.7pp | 55.2%-37.2pp |
| Annual return | 4.77% | 53.62%-48.9pp | 321.24%-316.5pp | 34.64%-29.9pp |
| Employer contribution / active EE | $256 | $1,673-84.7% | $2,620-90.2% | $1,891-86.5% |
| Participant deferral / active EE | $704 | $2,122-66.8% | $4,084-82.8% | $3,080-77.2% |
| Admin fee / account holder | $2,819 | $2,708+4.1% | $5,098-44.7% | $3,454-18.4% |