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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 | $55,850 | $30,437+83.5% | $56,033-0.3% | $74,459-25.0% |
| Participation rate | 15.6% | 32.9%-17.3pp | 52.5%-36.9pp | 67.2%-51.6pp |
| Annual return | 8.55% | 24.96%-16.4pp | 1711.38%-1702.8pp | 1369.70%-1361.2pp |
| Employer contribution / active EE | $371 | $610-39.2% | $1,041-64.4% | $2,626-85.9% |
| Participant deferral / active EE | $775 | $1,176-34.1% | $1,954-60.3% | $4,350-82.2% |
| Admin fee / account holder | $1,659 | $2,363-29.8% | $2,827-41.3% | $1,945-14.7% |