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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 | $52,886 | $27,943+89.3% | $58,507-9.6% | $75,177-29.7% |
| Participation rate | 22.6% | 38.8%-16.3pp | 50.9%-28.3pp | 67.2%-44.6pp |
| Annual return | 13.12% | 44.22%-31.1pp | 4252.32%-4239.2pp | 160.75%-147.6pp |
| Employer contribution / active EE | $452 | $670-32.5% | $1,053-57.1% | $2,671-83.1% |
| Participant deferral / active EE | $859 | $1,202-28.6% | $1,922-55.3% | $4,126-79.2% |
| Admin fee / account holder | $499 | $1,727-71.1% | $2,486-79.9% | $5,651-91.2% |