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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 | $62,162 | $29,733+109.1% | $56,025+11.0% | $80,959-23.2% |
| Participation rate | 31.1% | 41.7%-10.6pp | 52.5%-21.4pp | 67.7%-36.6pp |
| Annual return | 10.17% | 35.28%-25.1pp | 1712.69%-1702.5pp | 35.67%-25.5pp |
| Employer contribution / active EE | $513 | $672-23.7% | $1,042-50.8% | $2,757-81.4% |
| Participant deferral / active EE | $1,049 | $1,229-14.7% | $1,955-46.3% | $4,300-75.6% |
| Admin fee / account holder | $8,593 | $2,434+253.1% | $2,828+203.8% | $6,925+24.1% |