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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 | $52,967 | $23,330+127.0% | $64,489-17.9% | $82,448-35.8% |
| Participation rate | 55.6% | 68.3%-12.7pp | 67.7%-12.1pp | 68.1%-12.5pp |
| Annual return | 11.40% | 83.66%-72.3pp | 55.03%-43.6pp | 41.64%-30.2pp |
| Employer contribution / active EE | $250 | $824-69.7% | $1,523-83.6% | $2,551-90.2% |
| Participant deferral / active EE | $1,565 | $1,707-8.3% | $2,778-43.7% | $4,139-62.2% |
| Admin fee / account holder | $11,305 | $2,946+283.8% | $4,260+165.4% | $7,234+56.3% |