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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 | $42,672 | $45,031-5.2% | $85,009-49.8% | $77,671-45.1% |
| Participation rate | 26.2% | 48.7%-22.5pp | 67.5%-41.3pp | 70.6%-44.4pp |
| Annual return | 9.93% | 79.22%-69.3pp | 66.47%-56.5pp | 31.21%-21.3pp |
| Employer contribution / active EE | $578 | $1,609-64.1% | $2,728-78.8% | $2,726-78.8% |
| Participant deferral / active EE | $1,352 | $2,807-51.8% | $4,522-70.1% | $4,648-70.9% |
| Admin fee / account holder | $4,321 | $912+373.9% | $6,153-29.8% | $430+903.9% |