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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 | $45,580 | $45,123+1.0% | $85,240-46.5% | $74,478-38.8% |
| Participation rate | 22.1% | 49.4%-27.2pp | 67.5%-45.4pp | 67.2%-45.1pp |
| Annual return | 10.30% | 26.32%-16.0pp | 66.75%-56.5pp | 1370.56%-1360.3pp |
| Employer contribution / active EE | $607 | $1,459-58.4% | $2,735-77.8% | $2,626-76.9% |
| Participant deferral / active EE | $1,064 | $2,736-61.1% | $4,527-76.5% | $4,350-75.5% |
| Admin fee / account holder | $13,744 | $2,215+520.6% | $6,165+122.9% | $1,946+606.3% |