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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 | $55,934 | $48,011+16.5% | $63,803-12.3% | $82,637-32.3% |
| Participation rate | 24.2% | 66.6%-42.3pp | 72.7%-48.5pp | 68.1%-43.8pp |
| Annual return | 10.46% | 19.84%-9.4pp | 543.72%-533.3pp | 53.51%-43.0pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,068 | $2,846-62.5% | $3,843-72.2% | $4,126-74.1% |
| Admin fee / account holder | $760 | $3,873-80.4% | $5,196-85.4% | $7,339-89.6% |