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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 | $28,624+91.3% | $53,647+2.1% | $82,637-33.7% |
| Participation rate | 15.5% | 47.3%-31.8pp | 56.3%-40.8pp | 68.1%-52.5pp |
| Annual return | 14.16% | 664.98%-650.8pp | 358.33%-344.2pp | 53.51%-39.3pp |
| Employer contribution / active EE | $417 | $637-34.6% | $962-56.7% | $2,552-83.7% |
| Participant deferral / active EE | $943 | $1,196-21.1% | $1,813-48.0% | $4,126-77.1% |
| Admin fee / account holder | $2,906 | $2,022+43.8% | $2,460+18.2% | $7,339-60.4% |