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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 | $51,123 | $58,726-12.9% | $142,898-64.2% | $85,851-40.5% |
| Participation rate | 60.9% | 58.5%+2.4pp | 72.0%-11.1pp | 69.3%-8.5pp |
| Annual return | 11.31% | 27.73%-16.4pp | 5639.64%-5628.3pp | 318.63%-307.3pp |
| Employer contribution / active EE | $0 | $1,424-100.0% | $4,146-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,586 | $2,609-39.2% | $3,838-58.7% | $3,952-59.9% |
| Admin fee / account holder | $1,284 | $4,234-69.7% | $6,560-80.4% | $6,261-79.5% |