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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 | $36,045 | $52,353-31.2% | $120,225-70.0% | $82,448-56.3% |
| Participation rate | 50.0% | 58.3%-8.3pp | 69.6%-19.6pp | 68.1%-18.1pp |
| Annual return | 1.27% | 61.85%-60.6pp | 439.23%-438.0pp | 41.64%-40.4pp |
| Employer contribution / active EE | $549 | $1,510-63.6% | $3,475-84.2% | $2,551-78.5% |
| Participant deferral / active EE | $1,767 | $2,627-32.7% | $3,999-55.8% | $4,139-57.3% |
| Admin fee / account holder | $4,880 | $4,363+11.9% | $5,696-14.3% | $7,234-32.5% |