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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 | $29,670+109.5% | $56,054+10.9% | $80,911-23.2% |
| Participation rate | 31.1% | 41.7%-10.6pp | 52.5%-21.4pp | 67.6%-36.5pp |
| Annual return | 10.17% | 35.24%-25.1pp | 1705.95%-1695.8pp | 35.63%-25.5pp |
| Employer contribution / active EE | $513 | $670-23.4% | $1,039-50.6% | $2,756-81.4% |
| Participant deferral / active EE | $1,049 | $1,227-14.5% | $1,952-46.3% | $4,297-75.6% |
| Admin fee / account holder | $8,593 | $2,431+253.5% | $2,822+204.4% | $6,935+23.9% |