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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 | $55,021 | $55,470-0.8% | $155,556-64.6% | $74,478-26.1% |
| Participation rate | 23.8% | 61.9%-38.1pp | 78.2%-54.4pp | 67.2%-43.4pp |
| Annual return | 10.98% | 269.80%-258.8pp | 64.84%-53.9pp | 1370.56%-1359.6pp |
| Employer contribution / active EE | $738 | $2,267-67.4% | $4,675-84.2% | $2,626-71.9% |
| Participant deferral / active EE | $925 | $2,838-67.4% | $5,631-83.6% | $4,350-78.7% |
| Admin fee / account holder | $6,656 | $1,744+281.6% | $15,885-58.1% | $1,946+242.1% |