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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 | $47,515 | $61,815-23.1% | $97,295-51.2% | $80,959-41.3% |
| Participation rate | 51.0% | 63.5%-12.5pp | 72.7%-21.6pp | 67.7%-16.6pp |
| Annual return | 10.07% | -558.73%+568.8pp | 75.62%-65.5pp | 35.67%-25.6pp |
| Employer contribution / active EE | $1,007 | $1,836-45.2% | $2,723-63.0% | $2,757-63.5% |
| Participant deferral / active EE | $2,676 | $3,027-11.6% | $4,264-37.2% | $4,300-37.8% |
| Admin fee / account holder | $4,096 | $5,166-20.7% | $5,646-27.5% | $6,925-40.9% |