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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 | $57,895 | $29,733+94.7% | $56,025+3.3% | $80,959-28.5% |
| Participation rate | 6.3% | 41.7%-35.5pp | 52.5%-46.3pp | 67.7%-61.4pp |
| Annual return | 5.74% | 35.28%-29.5pp | 1712.69%-1707.0pp | 35.67%-29.9pp |
| Employer contribution / active EE | $174 | $672-74.0% | $1,042-83.3% | $2,757-93.7% |
| Participant deferral / active EE | $1,000 | $1,229-18.7% | $1,955-48.8% | $4,300-76.7% |
| Admin fee / account holder | $6,315 | $2,434+159.5% | $2,828+123.3% | $6,925-8.8% |