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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 | $47,105-16.3% | $68,368-42.4% | $67,986-42.0% |
| Participation rate | 61.4% | 51.8%+9.7pp | 73.8%-12.3pp | 57.2%+4.2pp |
| Annual return | 8.58% | 48.37%-39.8pp | 292.57%-284.0pp | 31.67%-23.1pp |
| Employer contribution / active EE | $387 | $1,859-79.2% | $2,649-85.4% | $2,019-80.8% |
| Participant deferral / active EE | $1,562 | $2,374-34.2% | $4,123-62.1% | $3,358-53.5% |
| Admin fee / account holder | $6,786 | $2,435+178.7% | $5,150+31.8% | $3,203+111.8% |