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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 | $62,905 | $50,554+24.4% | $67,681-7.1% | $87,485-28.1% |
| Participation rate | 45.7% | 67.7%-22.0pp | 73.7%-28.0pp | 68.9%-23.2pp |
| Annual return | 8.88% | 17.81%-8.9pp | 590.58%-581.7pp | 26.06%-17.2pp |
| Employer contribution / active EE | $818 | $1,988-58.9% | $2,678-69.5% | $2,596-68.5% |
| Participant deferral / active EE | $1,304 | $2,961-56.0% | $3,976-67.2% | $4,274-69.5% |
| Admin fee / account holder | $26,122 | $4,132+532.1% | $6,100+328.3% | $7,775+236.0% |