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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 | $42,126 | $56,116-24.9% | $135,768-69.0% | $86,983-51.6% |
| Participation rate | 45.1% | 60.1%-15.0pp | 71.1%-26.0pp | 69.5%-24.4pp |
| Annual return | 10.50% | 125.33%-114.8pp | 526.10%-515.6pp | 25.83%-15.3pp |
| Employer contribution / active EE | $922 | $1,528-39.6% | $3,394-72.8% | $2,584-64.3% |
| Participant deferral / active EE | $2,393 | $2,690-11.0% | $3,977-39.8% | $4,194-42.9% |
| Admin fee / account holder | $21,040 | $4,314+387.7% | $7,048+198.5% | $7,856+167.8% |