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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 | $53,896 | $63,703-15.4% | $93,063-42.1% | $82,448-34.6% |
| Participation rate | 40.0% | 63.8%-23.8pp | 72.1%-32.1pp | 68.1%-28.1pp |
| Annual return | 11.72% | -775.43%+787.2pp | 34.15%-22.4pp | 41.64%-29.9pp |
| Employer contribution / active EE | $904 | $1,729-47.7% | $2,476-63.5% | $2,551-64.6% |
| Participant deferral / active EE | $3,236 | $2,919+10.9% | $3,958-18.2% | $4,139-21.8% |
| Admin fee / account holder | $1,721 | $5,982-71.2% | $6,033-71.5% | $7,234-76.2% |