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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 | $54,278 | $52,507+3.4% | $129,406-58.1% | $74,478-27.1% |
| Participation rate | 26.0% | 53.9%-27.9pp | 69.6%-43.6pp | 67.2%-41.2pp |
| Annual return | 8.86% | 15.64%-6.8pp | 9468.18%-9459.3pp | 1370.56%-1361.7pp |
| Employer contribution / active EE | $580 | $1,534-62.2% | $4,155-86.0% | $2,626-77.9% |
| Participant deferral / active EE | $1,305 | $2,801-53.4% | $4,167-68.7% | $4,350-70.0% |
| Admin fee / account holder | $18,519 | $2,639+601.7% | $7,689+140.9% | $1,946+851.8% |