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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 | $54,139 | $52,450+3.2% | $129,384-58.2% | $74,459-27.3% |
| Participation rate | 39.7% | 53.8%-14.1pp | 69.6%-29.9pp | 67.2%-27.5pp |
| Annual return | 8.08% | 15.65%-7.6pp | 9461.77%-9453.7pp | 1369.70%-1361.6pp |
| Employer contribution / active EE | $1,877 | $1,532+22.5% | $4,153-54.8% | $2,626-28.5% |
| Participant deferral / active EE | $1,486 | $2,797-46.9% | $4,166-64.3% | $4,350-65.8% |
| Admin fee / account holder | $9,461 | $2,636+258.9% | $7,686+23.1% | $1,945+386.5% |