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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 | $43,462 | $58,275-25.4% | $81,844-46.9% | $80,935-46.3% |
| Participation rate | 52.2% | 63.5%-11.3pp | 72.4%-20.2pp | 67.7%-15.5pp |
| Annual return | 10.68% | 41.82%-31.1pp | 778.87%-768.2pp | 35.66%-25.0pp |
| Employer contribution / active EE | $981 | $2,346-58.2% | $2,916-66.4% | $2,757-64.4% |
| Participant deferral / active EE | $2,976 | $3,285-9.4% | $4,323-31.2% | $4,299-30.8% |
| Admin fee / account holder | $15,766 | $4,749+232.0% | $7,355+114.3% | $6,924+127.7% |