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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 | $63,697 | $34,316+85.6% | $74,722-14.8% | $72,975-12.7% |
| Participation rate | 19.7% | 42.4%-22.7pp | 54.5%-34.8pp | 69.5%-49.8pp |
| Annual return | 12.36% | 26.58%-14.2pp | 753.11%-740.8pp | 81.01%-68.7pp |
| Employer contribution / active EE | $386 | $692-44.1% | $1,084-64.4% | $2,440-84.2% |
| Participant deferral / active EE | $721 | $1,272-43.3% | $1,963-63.3% | $3,608-80.0% |
| Admin fee / account holder | $36,232 | $2,125+1605.2% | $3,335+986.5% | $5,124+607.1% |