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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 | $43,890 | $61,787-29.0% | $97,197-54.8% | $80,925-45.8% |
| Participation rate | 65.6% | 63.5%+2.1pp | 72.7%-7.1pp | 67.7%-2.0pp |
| Annual return | 8.10% | -558.16%+566.3pp | 75.47%-67.4pp | 35.65%-27.6pp |
| Employer contribution / active EE | $1,468 | $1,836-20.0% | $2,723-46.1% | $2,756-46.7% |
| Participant deferral / active EE | $3,187 | $3,027+5.3% | $4,263-25.2% | $4,299-25.9% |
| Admin fee / account holder | $48,021 | $5,170+828.9% | $5,637+751.8% | $6,940+591.9% |