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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 | $42,079 | $41,151+2.3% | $80,648-47.8% | $71,529-41.2% |
| Participation rate | 50.3% | 50.2%+0.1pp | 67.0%-16.7pp | 67.9%-17.6pp |
| Annual return | 14.39% | 38.49%-24.1pp | 937.21%-922.8pp | 28.97%-14.6pp |
| Employer contribution / active EE | $345 | $1,513-77.2% | $2,724-87.3% | $2,590-86.7% |
| Participant deferral / active EE | $2,062 | $2,700-23.7% | $4,443-53.6% | $4,291-52.0% |
| Admin fee / account holder | $2,859 | $1,842+55.2% | $5,382-46.9% | $1,588+80.0% |