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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 | $50,697 | $61,755-17.9% | $97,161-47.8% | $80,911-37.3% |
| Participation rate | 58.1% | 63.5%-5.4pp | 72.7%-14.6pp | 67.6%-9.6pp |
| Annual return | 7.07% | -557.90%+565.0pp | 75.36%-68.3pp | 35.63%-28.6pp |
| Employer contribution / active EE | $1,014 | $1,835-44.7% | $2,723-62.8% | $2,756-63.2% |
| Participant deferral / active EE | $1,900 | $3,026-37.2% | $4,265-55.5% | $4,297-55.8% |
| Admin fee / account holder | $37,589 | $5,166+627.6% | $5,647+565.6% | $6,935+442.0% |