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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 | $51,971 | $29,319+77.3% | $52,425-0.9% | $82,448-37.0% |
| Participation rate | 47.1% | 46.9%+0.2pp | 55.6%-8.6pp | 68.1%-21.0pp |
| Annual return | 14.08% | 535.20%-521.1pp | 302.12%-288.0pp | 41.64%-27.6pp |
| Employer contribution / active EE | $328 | $586-44.1% | $914-64.1% | $2,551-87.1% |
| Participant deferral / active EE | $1,373 | $1,171+17.2% | $1,790-23.3% | $4,139-66.8% |
| Admin fee / account holder | $828 | $1,962-57.8% | $2,495-66.8% | $7,234-88.6% |