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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 | $51,470 | $63,703-19.2% | $93,063-44.7% | $82,448-37.6% |
| Participation rate | 43.5% | 63.8%-20.4pp | 72.1%-28.6pp | 68.1%-24.6pp |
| Annual return | 12.91% | -775.43%+788.3pp | 34.15%-21.2pp | 41.64%-28.7pp |
| Employer contribution / active EE | $1,021 | $1,729-40.9% | $2,476-58.8% | $2,551-60.0% |
| Participant deferral / active EE | $1,716 | $2,919-41.2% | $3,958-56.6% | $4,139-58.5% |
| Admin fee / account holder | $15,607 | $5,982+160.9% | $6,033+158.7% | $7,234+115.7% |