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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 | $55,938 | $58,923-5.1% | $97,167-42.4% | $74,546-25.0% |
| Participation rate | 43.3% | 63.6%-20.3pp | 72.7%-29.4pp | 67.2%-23.9pp |
| Annual return | 10.26% | 16.04%-5.8pp | 75.27%-65.0pp | 1366.03%-1355.8pp |
| Employer contribution / active EE | $612 | $1,894-67.7% | $2,729-77.6% | $2,624-76.7% |
| Participant deferral / active EE | $1,916 | $3,664-47.7% | $4,264-55.1% | $4,347-55.9% |
| Admin fee / account holder | $3,709 | $1,974+87.9% | $5,650-34.4% | $1,944+90.8% |