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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 | $42,494 | $58,275-27.1% | $81,844-48.1% | $80,935-47.5% |
| Participation rate | 35.9% | 63.5%-27.6pp | 72.4%-36.5pp | 67.7%-31.8pp |
| Annual return | 10.36% | 41.82%-31.5pp | 778.87%-768.5pp | 35.66%-25.3pp |
| Employer contribution / active EE | $744 | $2,346-68.3% | $2,916-74.5% | $2,757-73.0% |
| Participant deferral / active EE | $1,184 | $3,285-64.0% | $4,323-72.6% | $4,299-72.5% |
| Admin fee / account holder | $10,273 | $4,749+116.3% | $7,355+39.7% | $6,924+48.4% |