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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 | $57,819 | $80,812-28.5% | $160,784-64.0% | $82,448-29.9% |
| Participation rate | 50.0% | 66.2%-16.2pp | 77.0%-27.0pp | 68.1%-18.1pp |
| Annual return | 12.42% | 100.59%-88.2pp | 1803.92%-1791.5pp | 41.64%-29.2pp |
| Employer contribution / active EE | $731 | $2,174-66.4% | $3,733-80.4% | $2,551-71.4% |
| Participant deferral / active EE | $1,787 | $4,335-58.8% | $6,293-71.6% | $4,139-56.8% |
| Admin fee / account holder | $1,968 | $7,695-74.4% | $9,717-79.7% | $7,234-72.8% |