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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 | $43,850 | $61,052-28.2% | $142,874-69.3% | $79,393-44.8% |
| Participation rate | 44.5% | 60.1%-15.6pp | 72.0%-27.4pp | 70.7%-26.2pp |
| Annual return | 11.80% | 16.02%-4.2pp | 5638.58%-5626.8pp | 116.87%-105.1pp |
| Employer contribution / active EE | $1,392 | $1,481-6.0% | $4,145-66.4% | $2,428-42.6% |
| Participant deferral / active EE | $2,224 | $2,879-22.8% | $3,838-42.1% | $4,046-45.0% |
| Admin fee / account holder | $3,066 | $659+364.9% | $6,561-53.3% | $627+389.3% |