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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 | $60,296 | $56,431+6.9% | $130,788-53.9% | $87,485-31.1% |
| Participation rate | 15.7% | 58.9%-43.3pp | 70.1%-54.4pp | 68.9%-53.3pp |
| Annual return | 12.20% | 91.27%-79.1pp | 386.44%-374.2pp | 26.06%-13.9pp |
| Employer contribution / active EE | $258 | $1,549-83.4% | $3,558-92.8% | $2,596-90.1% |
| Participant deferral / active EE | $969 | $2,749-64.8% | $4,137-76.6% | $4,274-77.3% |
| Admin fee / account holder | $19,000 | $4,433+328.6% | $6,673+184.7% | $7,775+144.4% |