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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 | $60,296 | $52,353+15.2% | $120,225-49.8% | $82,448-26.9% |
| Participation rate | 15.7% | 58.3%-42.7pp | 69.6%-53.9pp | 68.1%-52.4pp |
| Annual return | 12.20% | 61.85%-49.7pp | 439.23%-427.0pp | 41.64%-29.4pp |
| Employer contribution / active EE | $258 | $1,510-82.9% | $3,475-92.6% | $2,551-89.9% |
| Participant deferral / active EE | $969 | $2,627-63.1% | $3,999-75.8% | $4,139-76.6% |
| Admin fee / account holder | $19,000 | $4,363+335.5% | $5,696+233.5% | $7,234+162.6% |