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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 | $55,437+2.5% | $155,534-63.5% | $74,459-23.7% |
| Participation rate | 28.9% | 61.9%-33.0pp | 78.2%-49.3pp | 67.2%-38.3pp |
| Annual return | 10.45% | 269.58%-259.1pp | 64.92%-54.5pp | 1369.70%-1359.3pp |
| Employer contribution / active EE | $1,458 | $2,266-35.6% | $4,675-68.8% | $2,626-44.5% |
| Participant deferral / active EE | $0 | $2,837-100.0% | $5,630-100.0% | $4,350-100.0% |
| Admin fee / account holder | $7,412 | $1,742+325.4% | $15,900-53.4% | $1,945+281.1% |