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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 | $48,422 | $29,051+66.7% | $52,425-7.6% | $67,986-28.8% |
| Participation rate | 13.1% | 30.4%-17.3pp | 55.6%-42.5pp | 57.2%-44.1pp |
| Annual return | 11.24% | 24.00%-12.8pp | 302.12%-290.9pp | 31.67%-20.4pp |
| Employer contribution / active EE | $233 | $412-43.4% | $914-74.5% | $2,019-88.5% |
| Participant deferral / active EE | $725 | $873-17.0% | $1,790-59.5% | $3,358-78.4% |
| Admin fee / account holder | $5,168 | $2,113+144.6% | $2,495+107.1% | $3,203+61.3% |