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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 | $57,074 | $42,546+34.1% | $71,796-20.5% | $55,167+3.5% |
| Participation rate | 49.5% | 59.1%-9.6pp | 69.1%-19.6pp | 69.0%-19.5pp |
| Annual return | 5.43% | 12.36%-6.9pp | 78.04%-72.6pp | 169.23%-163.8pp |
| Employer contribution / active EE | $305 | $803-62.0% | $1,924-84.2% | $1,963-84.5% |
| Participant deferral / active EE | $1,709 | $2,064-17.2% | $2,794-38.8% | $3,054-44.0% |
| Admin fee / account holder | $1,721 | $650+164.9% | $4,815-64.3% | $504+241.5% |