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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 | $53,497 | $45,152+18.5% | $73,836-27.5% | $59,633-10.3% |
| Participation rate | 39.0% | 64.0%-25.0pp | 73.4%-34.4pp | 68.7%-29.6pp |
| Annual return | -6.72% | 27.40%-34.1pp | 2268.06%-2274.8pp | 2041.45%-2048.2pp |
| Employer contribution / active EE | $228 | $1,901-88.0% | $2,787-91.8% | $2,203-89.6% |
| Participant deferral / active EE | $732 | $2,573-71.5% | $3,583-79.6% | $3,192-77.1% |
| Admin fee / account holder | $6,910 | $3,515+96.6% | $4,882+41.5% | $4,297+60.8% |