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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 | $50,985 | $58,312-12.6% | $86,656-41.2% | $71,529-28.7% |
| Participation rate | 43.2% | 65.0%-21.9pp | 71.7%-28.5pp | 67.9%-24.8pp |
| Annual return | 12.36% | 24.08%-11.7pp | 593.09%-580.7pp | 28.97%-16.6pp |
| Employer contribution / active EE | $1,054 | $2,576-59.1% | $3,025-65.2% | $2,590-59.3% |
| Participant deferral / active EE | $1,951 | $3,439-43.3% | $4,439-56.1% | $4,291-54.5% |
| Admin fee / account holder | $2,953 | $1,057+179.4% | $5,619-47.4% | $1,588+85.9% |