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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 | $40,054 | $51,638-22.4% | $68,368-41.4% | $82,448-51.4% |
| Participation rate | 19.3% | 63.6%-44.3pp | 73.8%-54.5pp | 68.1%-48.8pp |
| Annual return | 7.71% | 37.53%-29.8pp | 292.57%-284.9pp | 41.64%-33.9pp |
| Employer contribution / active EE | $256 | $2,047-87.5% | $2,649-90.3% | $2,551-89.9% |
| Participant deferral / active EE | $806 | $2,914-72.3% | $4,123-80.4% | $4,139-80.5% |
| Admin fee / account holder | $52,010 | $4,643+1020.1% | $5,150+909.9% | $7,234+618.9% |