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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 | $54,388 | $49,976+8.8% | $66,674-18.4% | $82,637-34.2% |
| Participation rate | 45.7% | 63.1%-17.4pp | 73.7%-28.0pp | 68.1%-22.4pp |
| Annual return | 8.50% | 39.09%-30.6pp | 321.24%-312.7pp | 53.51%-45.0pp |
| Employer contribution / active EE | $262 | $1,988-86.8% | $2,620-90.0% | $2,552-89.7% |
| Participant deferral / active EE | $2,149 | $2,847-24.5% | $4,084-47.4% | $4,126-47.9% |
| Admin fee / account holder | $25,474 | $4,594+454.6% | $5,098+399.7% | $7,339+247.1% |