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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 | $59,439 | $49,896+19.1% | $80,627-26.3% | $75,173-20.9% |
| Participation rate | 14.3% | 55.3%-41.0pp | 67.0%-52.7pp | 67.2%-52.9pp |
| Annual return | 1.66% | 34.67%-33.0pp | 936.76%-935.1pp | 160.72%-159.1pp |
| Employer contribution / active EE | $600 | $1,699-64.7% | $2,723-77.9% | $2,671-77.5% |
| Participant deferral / active EE | $1,380 | $2,992-53.9% | $4,443-68.9% | $4,126-66.6% |
| Admin fee / account holder | $46,726 | $3,578+1205.9% | $5,381+768.4% | $5,651+726.9% |