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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 | $60,897 | $31,105+95.8% | $53,647+13.5% | $64,097-5.0% |
| Participation rate | 14.7% | 30.7%-16.0pp | 56.3%-41.6pp | 55.2%-40.5pp |
| Annual return | 13.93% | 22.54%-8.6pp | 358.33%-344.4pp | 34.64%-20.7pp |
| Employer contribution / active EE | $345 | $441-21.6% | $962-64.1% | $1,891-81.7% |
| Participant deferral / active EE | $728 | $896-18.7% | $1,813-59.8% | $3,080-76.4% |
| Admin fee / account holder | $6,619 | $2,195+201.5% | $2,460+169.1% | $3,454+91.6% |