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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 | $51,823 | $44,980+15.2% | $85,063-39.1% | $77,692-33.3% |
| Participation rate | 13.1% | 48.6%-35.5pp | 67.5%-54.4pp | 70.6%-57.5pp |
| Annual return | 9.81% | 79.13%-69.3pp | 66.54%-56.7pp | 31.25%-21.4pp |
| Employer contribution / active EE | $362 | $1,607-77.5% | $2,727-86.7% | $2,726-86.7% |
| Participant deferral / active EE | $841 | $2,804-70.0% | $4,523-81.4% | $4,648-81.9% |
| Admin fee / account holder | $3,224 | $911+253.8% | $6,155-47.6% | $431+649.0% |