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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 | $45,181 | $27,800+62.5% | $58,544-22.8% | $71,495-36.8% |
| Participation rate | 25.5% | 34.6%-9.1pp | 50.9%-25.3pp | 67.9%-42.4pp |
| Annual return | 14.00% | 26.80%-12.8pp | 4249.56%-4235.6pp | 28.85%-14.8pp |
| Employer contribution / active EE | $523 | $632-17.2% | $1,053-50.4% | $2,589-79.8% |
| Participant deferral / active EE | $1,348 | $1,208+11.6% | $1,923-29.9% | $4,291-68.6% |
| Admin fee / account holder | $3,558 | $1,637+117.3% | $2,520+41.2% | $1,588+124.1% |