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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 | $55,446-0.8% | $155,574-64.6% | $74,429-26.1% |
| Participation rate | 23.8% | 61.9%-38.1pp | 78.2%-54.4pp | 67.2%-43.4pp |
| Annual return | 10.98% | 269.20%-258.2pp | 64.87%-53.9pp | 1368.38%-1357.4pp |
| Employer contribution / active EE | $738 | $2,266-67.4% | $4,676-84.2% | $2,625-71.9% |
| Participant deferral / active EE | $925 | $2,836-67.4% | $5,629-83.6% | $4,348-78.7% |
| Admin fee / account holder | $6,656 | $1,743+281.9% | $15,914-58.2% | $1,944+242.3% |