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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 | $53,761 | $36,595+46.9% | $88,179-39.0% | $71,012-24.3% |
| Participation rate | 4.9% | 29.2%-24.3pp | 69.1%-64.2pp | 58.6%-53.6pp |
| Annual return | 10.17% | 61.46%-51.3pp | 64.97%-54.8pp | 37.67%-27.5pp |
| Employer contribution / active EE | $263 | $787-66.5% | $2,549-89.7% | $2,348-88.8% |
| Participant deferral / active EE | $385 | $1,195-67.7% | $4,614-91.6% | $3,246-88.1% |
| Admin fee / account holder | $71,291 | $2,755+2488.0% | $7,673+829.1% | $1,167+6008.1% |