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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 | $39,407 | $45,900-14.1% | $94,057-58.1% | $64,340-38.8% |
| Participation rate | 61.4% | 50.6%+10.9pp | 73.3%-11.9pp | 55.2%+6.2pp |
| Annual return | 8.58% | 50.47%-41.9pp | 480.62%-472.0pp | 24.14%-15.6pp |
| Employer contribution / active EE | $387 | $1,612-76.0% | $2,933-86.8% | $1,862-79.2% |
| Participant deferral / active EE | $1,562 | $2,102-25.7% | $4,709-66.8% | $2,980-47.6% |
| Admin fee / account holder | $6,786 | $3,143+115.9% | $7,244-6.3% | $3,703+83.3% |