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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 | $56,847 | $55,446+2.5% | $155,574-63.5% | $74,429-23.6% |
| Participation rate | 28.9% | 61.9%-33.0pp | 78.2%-49.3pp | 67.2%-38.3pp |
| Annual return | 10.45% | 269.20%-258.8pp | 64.87%-54.4pp | 1368.38%-1357.9pp |
| Employer contribution / active EE | $1,458 | $2,266-35.6% | $4,676-68.8% | $2,625-44.4% |
| Participant deferral / active EE | $0 | $2,836-100.0% | $5,629-100.0% | $4,348-100.0% |
| Admin fee / account holder | $7,412 | $1,743+325.3% | $15,914-53.4% | $1,944+281.2% |