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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 | $57,132 | $47,105+21.3% | $68,368-16.4% | $67,986-16.0% |
| Participation rate | 5.3% | 51.8%-46.5pp | 73.8%-68.5pp | 57.2%-51.9pp |
| Annual return | 12.19% | 48.37%-36.2pp | 292.57%-280.4pp | 31.67%-19.5pp |
| Employer contribution / active EE | $293 | $1,859-84.2% | $2,649-88.9% | $2,019-85.5% |
| Participant deferral / active EE | $619 | $2,374-73.9% | $4,123-85.0% | $3,358-81.6% |
| Admin fee / account holder | $24,077 | $2,435+888.8% | $5,150+367.5% | $3,203+651.7% |