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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 | $42,007 | $61,815-32.0% | $97,295-56.8% | $80,959-48.1% |
| Participation rate | 68.8% | 63.5%+5.3pp | 72.7%-3.9pp | 67.7%+1.1pp |
| Annual return | 7.77% | -558.73%+566.5pp | 75.62%-67.9pp | 35.67%-27.9pp |
| Employer contribution / active EE | $714 | $1,836-61.1% | $2,723-73.8% | $2,757-74.1% |
| Participant deferral / active EE | $2,596 | $3,027-14.3% | $4,264-39.1% | $4,300-39.6% |
| Admin fee / account holder | $1,441 | $5,166-72.1% | $5,646-74.5% | $6,925-79.2% |