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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 | $40,843 | $49,976-18.3% | $66,674-38.7% | $82,637-50.6% |
| Participation rate | 52.8% | 63.1%-10.3pp | 73.7%-20.9pp | 68.1%-15.3pp |
| Annual return | 9.47% | 39.09%-29.6pp | 321.24%-311.8pp | 53.51%-44.0pp |
| Employer contribution / active EE | $538 | $1,988-73.0% | $2,620-79.5% | $2,552-78.9% |
| Participant deferral / active EE | $1,457 | $2,847-48.8% | $4,084-64.3% | $4,126-64.7% |
| Admin fee / account holder | $21,154 | $4,594+360.5% | $5,098+314.9% | $7,339+188.2% |