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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 | $50,497 | $27,924+80.8% | $58,534-13.7% | $75,173-32.8% |
| Participation rate | 25.0% | 38.8%-13.8pp | 50.9%-25.9pp | 67.2%-42.2pp |
| Annual return | 13.39% | 44.20%-30.8pp | 4248.32%-4234.9pp | 160.65%-147.3pp |
| Employer contribution / active EE | $196 | $669-70.7% | $1,054-81.4% | $2,670-92.7% |
| Participant deferral / active EE | $871 | $1,202-27.5% | $1,924-54.7% | $4,126-78.9% |
| Admin fee / account holder | $627 | $1,726-63.7% | $2,519-75.1% | $5,651-88.9% |