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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 | $52,493 | $39,036+34.5% | $80,784-35.0% | $85,851-38.9% |
| Participation rate | 37.5% | 41.6%-4.1pp | 54.2%-16.7pp | 69.3%-31.8pp |
| Annual return | 10.32% | 26.31%-16.0pp | 87.31%-77.0pp | 318.63%-308.3pp |
| Employer contribution / active EE | $262 | $722-63.7% | $1,160-77.4% | $2,565-89.8% |
| Participant deferral / active EE | $1,634 | $1,326+23.2% | $2,145-23.9% | $3,952-58.7% |
| Admin fee / account holder | $3,805 | $2,429+56.7% | $3,380+12.6% | $6,261-39.2% |