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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 | $46,115 | $58,311-20.9% | $81,882-43.7% | $80,959-43.0% |
| Participation rate | 25.9% | 63.5%-37.6pp | 72.4%-46.5pp | 67.7%-41.8pp |
| Annual return | 9.45% | 41.85%-32.4pp | 779.47%-770.0pp | 35.67%-26.2pp |
| Employer contribution / active EE | $675 | $2,347-71.2% | $2,916-76.9% | $2,757-75.5% |
| Participant deferral / active EE | $1,320 | $3,287-59.8% | $4,323-69.5% | $4,300-69.3% |
| Admin fee / account holder | $5,636 | $4,752+18.6% | $7,360-23.4% | $6,925-18.6% |