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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 | $51,025 | $51,638-1.2% | $68,368-25.4% | $82,448-38.1% |
| Participation rate | 60.0% | 63.6%-3.6pp | 73.8%-13.8pp | 68.1%-8.1pp |
| Annual return | 9.88% | 37.53%-27.7pp | 292.57%-282.7pp | 41.64%-31.8pp |
| Employer contribution / active EE | $1,188 | $2,047-42.0% | $2,649-55.2% | $2,551-53.4% |
| Participant deferral / active EE | $1,433 | $2,914-50.8% | $4,123-65.2% | $4,139-65.4% |
| Admin fee / account holder | $28,919 | $4,643+522.8% | $5,150+461.6% | $7,234+299.7% |