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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 | $57,757 | $28,624+101.8% | $53,647+7.7% | $82,637-30.1% |
| Participation rate | 30.8% | 47.3%-16.5pp | 56.3%-25.5pp | 68.1%-37.3pp |
| Annual return | 5.38% | 664.98%-659.6pp | 358.33%-353.0pp | 53.51%-48.1pp |
| Employer contribution / active EE | $526 | $637-17.4% | $962-45.4% | $2,552-79.4% |
| Participant deferral / active EE | $1,509 | $1,196+26.2% | $1,813-16.8% | $4,126-63.4% |
| Admin fee / account holder | $961 | $2,022-52.5% | $2,460-61.0% | $7,339-86.9% |