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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 | $49,151 | $28,624+71.7% | $53,647-8.4% | $82,637-40.5% |
| Participation rate | 13.0% | 47.3%-34.3pp | 56.3%-43.3pp | 68.1%-55.1pp |
| Annual return | 14.44% | 664.98%-650.5pp | 358.33%-343.9pp | 53.51%-39.1pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $863 | $1,196-27.9% | $1,813-52.4% | $4,126-79.1% |
| Admin fee / account holder | $366 | $2,022-81.9% | $2,460-85.1% | $7,339-95.0% |