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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 | $61,226 | $49,896+22.7% | $80,627-24.1% | $75,173-18.6% |
| Participation rate | 46.7% | 55.3%-8.7pp | 67.0%-20.3pp | 67.2%-20.5pp |
| Annual return | 11.06% | 34.67%-23.6pp | 936.76%-925.7pp | 160.72%-149.7pp |
| Employer contribution / active EE | $603 | $1,699-64.5% | $2,723-77.8% | $2,671-77.4% |
| Participant deferral / active EE | $2,729 | $2,992-8.8% | $4,443-38.6% | $4,126-33.9% |
| Admin fee / account holder | $12,259 | $3,578+242.6% | $5,381+127.8% | $5,651+116.9% |