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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 | $44,910 | $52,353-14.2% | $120,225-62.6% | $82,448-45.5% |
| Participation rate | 50.7% | 58.3%-7.6pp | 69.6%-18.9pp | 68.1%-17.4pp |
| Annual return | 12.23% | 61.85%-49.6pp | 439.23%-427.0pp | 41.64%-29.4pp |
| Employer contribution / active EE | $408 | $1,510-73.0% | $3,475-88.3% | $2,551-84.0% |
| Participant deferral / active EE | $1,258 | $2,627-52.1% | $3,999-68.5% | $4,139-69.6% |
| Admin fee / account holder | $6,788 | $4,363+55.6% | $5,696+19.2% | $7,234-6.2% |