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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 | $52,182 | $49,199+6.1% | $121,204-56.9% | $75,173-30.6% |
| Participation rate | 40.5% | 55.4%-14.9pp | 69.5%-29.0pp | 67.2%-26.7pp |
| Annual return | 12.25% | 56.04%-43.8pp | 987.18%-974.9pp | 160.72%-148.5pp |
| Employer contribution / active EE | $594 | $1,547-61.6% | $4,170-85.7% | $2,671-77.8% |
| Participant deferral / active EE | $2,753 | $2,630+4.7% | $4,083-32.6% | $4,126-33.3% |
| Admin fee / account holder | $11,469 | $3,946+190.7% | $5,651+103.0% | $5,651+103.0% |