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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 | $51,277 | $24,891+106.0% | $69,632-26.4% | $74,478-31.2% |
| Participation rate | 45.3% | 63.4%-18.2pp | 66.4%-21.2pp | 67.2%-22.0pp |
| Annual return | 10.49% | 18.53%-8.0pp | 101.32%-90.8pp | 1370.56%-1360.1pp |
| Employer contribution / active EE | $1,040 | $1,005+3.5% | $1,708-39.1% | $2,626-60.4% |
| Participant deferral / active EE | $1,726 | $1,908-9.6% | $2,889-40.3% | $4,350-60.3% |
| Admin fee / account holder | $6,058 | $1,904+218.1% | $4,695+29.0% | $1,946+211.3% |