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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 | $28,624+94.1% | $53,647+3.6% | $82,637-32.8% |
| Participation rate | 24.4% | 47.3%-22.9pp | 56.3%-31.9pp | 68.1%-43.6pp |
| Annual return | 13.06% | 664.98%-651.9pp | 358.33%-345.3pp | 53.51%-40.4pp |
| Employer contribution / active EE | $566 | $637-11.2% | $962-41.2% | $2,552-77.8% |
| Participant deferral / active EE | $1,178 | $1,196-1.5% | $1,813-35.0% | $4,126-71.5% |
| Admin fee / account holder | $20,723 | $2,022+925.0% | $2,460+742.4% | $7,339+182.4% |