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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 | $41,579 | $61,125-32.0% | $94,057-55.8% | $87,485-52.5% |
| Participation rate | 51.2% | 64.1%-12.9pp | 73.3%-22.2pp | 68.9%-17.8pp |
| Annual return | 11.97% | 35.20%-23.2pp | 480.62%-468.7pp | 26.06%-14.1pp |
| Employer contribution / active EE | $714 | $2,136-66.6% | $2,933-75.6% | $2,596-72.5% |
| Participant deferral / active EE | $2,963 | $3,260-9.1% | $4,709-37.1% | $4,274-30.7% |
| Admin fee / account holder | $1,245 | $5,629-77.9% | $7,244-82.8% | $7,775-84.0% |