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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 | $55,559 | $29,319+89.5% | $52,425+6.0% | $82,448-32.6% |
| Participation rate | 24.4% | 46.9%-22.4pp | 55.6%-31.2pp | 68.1%-43.6pp |
| Annual return | 13.06% | 535.20%-522.1pp | 302.12%-289.1pp | 41.64%-28.6pp |
| Employer contribution / active EE | $566 | $586-3.6% | $914-38.1% | $2,551-77.8% |
| Participant deferral / active EE | $1,178 | $1,171+0.5% | $1,790-34.2% | $4,139-71.5% |
| Admin fee / account holder | $20,723 | $1,962+956.1% | $2,495+730.6% | $7,234+186.5% |