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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 | $42,387 | $47,105-10.0% | $68,368-38.0% | $67,986-37.7% |
| Participation rate | 48.6% | 51.8%-3.2pp | 73.8%-25.1pp | 57.2%-8.6pp |
| Annual return | 11.55% | 48.37%-36.8pp | 292.57%-281.0pp | 31.67%-20.1pp |
| Employer contribution / active EE | $432 | $1,859-76.7% | $2,649-83.7% | $2,019-78.6% |
| Participant deferral / active EE | $1,182 | $2,374-50.2% | $4,123-71.3% | $3,358-64.8% |
| Admin fee / account holder | $4,966 | $2,435+103.9% | $5,150-3.6% | $3,203+55.0% |