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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 | $58,353 | $47,105+23.9% | $68,368-14.6% | $67,986-14.2% |
| Participation rate | 15.5% | 51.8%-36.3pp | 73.8%-58.3pp | 57.2%-41.7pp |
| Annual return | 12.35% | 48.37%-36.0pp | 292.57%-280.2pp | 31.67%-19.3pp |
| Employer contribution / active EE | $317 | $1,859-82.9% | $2,649-88.0% | $2,019-84.3% |
| Participant deferral / active EE | $500 | $2,374-78.9% | $4,123-87.9% | $3,358-85.1% |
| Admin fee / account holder | $2,474 | $2,435+1.6% | $5,150-52.0% | $3,203-22.8% |