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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 | $57,725 | $47,479+21.6% | $62,929-8.3% | $82,448-30.0% |
| Participation rate | 46.7% | 66.9%-20.2pp | 73.1%-26.4pp | 68.1%-21.4pp |
| Annual return | 8.20% | 20.34%-12.1pp | 1063.93%-1055.7pp | 41.64%-33.4pp |
| Employer contribution / active EE | $509 | $1,885-73.0% | $2,505-79.7% | $2,551-80.0% |
| Participant deferral / active EE | $2,111 | $2,870-26.5% | $3,888-45.7% | $4,139-49.0% |
| Admin fee / account holder | $4,600 | $3,804+20.9% | $5,065-9.2% | $7,234-36.4% |