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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 | $54,218 | $58,726-7.7% | $142,898-62.1% | $85,847-36.8% |
| Participation rate | 29.0% | 58.5%-29.4pp | 72.0%-42.9pp | 69.3%-40.3pp |
| Annual return | 9.01% | 27.73%-18.7pp | 5639.64%-5630.6pp | 318.61%-309.6pp |
| Employer contribution / active EE | $393 | $1,424-72.4% | $4,146-90.5% | $2,565-84.7% |
| Participant deferral / active EE | $985 | $2,609-62.3% | $3,838-74.3% | $3,952-75.1% |
| Admin fee / account holder | $26,836 | $4,234+533.8% | $6,560+309.1% | $6,261+328.6% |