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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 | $41,810 | $52,353-20.1% | $120,225-65.2% | $82,448-49.3% |
| Participation rate | 45.9% | 58.3%-12.4pp | 69.6%-23.7pp | 68.1%-22.2pp |
| Annual return | 9.78% | 61.85%-52.1pp | 439.23%-429.4pp | 41.64%-31.9pp |
| Employer contribution / active EE | $405 | $1,510-73.2% | $3,475-88.4% | $2,551-84.1% |
| Participant deferral / active EE | $1,353 | $2,627-48.5% | $3,999-66.2% | $4,139-67.3% |
| Admin fee / account holder | $4,075 | $4,363-6.6% | $5,696-28.5% | $7,234-43.7% |