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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 | $42,669 | $49,976-14.6% | $66,674-36.0% | $82,637-48.4% |
| Participation rate | 54.3% | 63.1%-8.8pp | 73.7%-19.4pp | 68.1%-13.7pp |
| Annual return | 11.41% | 39.09%-27.7pp | 321.24%-309.8pp | 53.51%-42.1pp |
| Employer contribution / active EE | $1,069 | $1,988-46.2% | $2,620-59.2% | $2,552-58.1% |
| Participant deferral / active EE | $2,040 | $2,847-28.3% | $4,084-50.0% | $4,126-50.6% |
| Admin fee / account holder | $8,991 | $4,594+95.7% | $5,098+76.4% | $7,339+22.5% |