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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 | $42,289 | $70,418-39.9% | $96,570-56.2% | $85,847-50.7% |
| Participation rate | 64.9% | 61.8%+3.1pp | 69.8%-5.0pp | 69.3%-4.5pp |
| Annual return | 10.03% | 18.59%-8.6pp | 37.79%-27.8pp | 318.61%-308.6pp |
| Employer contribution / active EE | $508 | $1,413-64.1% | $2,357-78.5% | $2,565-80.2% |
| Participant deferral / active EE | $1,795 | $2,894-38.0% | $3,849-53.4% | $3,952-54.6% |
| Admin fee / account holder | $44,127 | $4,995+783.4% | $6,182+613.8% | $6,261+604.8% |