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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 | $59,786 | $49,897+19.8% | $80,648-25.9% | $75,177-20.5% |
| Participation rate | 44.4% | 55.3%-10.9pp | 67.0%-22.6pp | 67.2%-22.8pp |
| Annual return | 14.02% | 34.68%-20.7pp | 937.21%-923.2pp | 160.75%-146.7pp |
| Employer contribution / active EE | $291 | $1,699-82.9% | $2,724-89.3% | $2,671-89.1% |
| Participant deferral / active EE | $4,065 | $2,992+35.9% | $4,443-8.5% | $4,126-1.5% |
| Admin fee / account holder | $30,872 | $3,579+762.7% | $5,382+473.6% | $5,651+446.3% |