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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 | $55,129 | $61,125-9.8% | $94,057-41.4% | $87,485-37.0% |
| Participation rate | 44.4% | 64.1%-19.6pp | 73.3%-28.9pp | 68.9%-24.5pp |
| Annual return | 11.33% | 35.20%-23.9pp | 480.62%-469.3pp | 26.06%-14.7pp |
| Employer contribution / active EE | $836 | $2,136-60.9% | $2,933-71.5% | $2,596-67.8% |
| Participant deferral / active EE | $1,760 | $3,260-46.0% | $4,709-62.6% | $4,274-58.8% |
| Admin fee / account holder | $13,984 | $5,629+148.4% | $7,244+93.0% | $7,775+79.9% |