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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 | $54,764 | $29,319+86.8% | $52,425+4.5% | $82,448-33.6% |
| Participation rate | 15.5% | 46.9%-31.3pp | 55.6%-40.1pp | 68.1%-52.6pp |
| Annual return | 14.16% | 535.20%-521.0pp | 302.12%-288.0pp | 41.64%-27.5pp |
| Employer contribution / active EE | $417 | $586-29.0% | $914-54.4% | $2,551-83.7% |
| Participant deferral / active EE | $943 | $1,171-19.5% | $1,790-47.3% | $4,139-77.2% |
| Admin fee / account holder | $2,906 | $1,962+48.1% | $2,495+16.5% | $7,234-59.8% |