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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 | $47,941 | $39,028+22.8% | $80,741-40.6% | $85,856-44.2% |
| Participation rate | 25.0% | 41.6%-16.6pp | 54.2%-29.2pp | 69.3%-44.3pp |
| Annual return | 8.82% | 26.31%-17.5pp | 87.30%-78.5pp | 318.58%-309.8pp |
| Employer contribution / active EE | $485 | $722-32.9% | $1,160-58.2% | $2,565-81.1% |
| Participant deferral / active EE | $812 | $1,326-38.8% | $2,145-62.2% | $3,952-79.5% |
| Admin fee / account holder | $13,292 | $2,429+447.2% | $3,380+293.2% | $6,261+112.3% |