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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 | $56,431-20.4% | $130,788-65.7% | $87,485-48.7% |
| Participation rate | 50.7% | 58.9%-8.2pp | 70.1%-19.4pp | 68.9%-18.2pp |
| Annual return | 12.23% | 91.27%-79.0pp | 386.44%-374.2pp | 26.06%-13.8pp |
| Employer contribution / active EE | $408 | $1,549-73.7% | $3,558-88.5% | $2,596-84.3% |
| Participant deferral / active EE | $1,258 | $2,749-54.2% | $4,137-69.6% | $4,274-70.6% |
| Admin fee / account holder | $6,788 | $4,433+53.1% | $6,673+1.7% | $7,775-12.7% |