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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 | $61,125-11.0% | $94,057-42.2% | $87,485-37.8% |
| Participation rate | 45.7% | 64.1%-18.4pp | 73.3%-27.7pp | 68.9%-23.3pp |
| Annual return | 8.50% | 35.20%-26.7pp | 480.62%-472.1pp | 26.06%-17.6pp |
| Employer contribution / active EE | $262 | $2,136-87.7% | $2,933-91.1% | $2,596-89.9% |
| Participant deferral / active EE | $2,149 | $3,260-34.1% | $4,709-54.4% | $4,274-49.7% |
| Admin fee / account holder | $25,474 | $5,629+352.6% | $7,244+251.6% | $7,775+227.7% |