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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 | $42,723 | $27,243+56.8% | $52,425-18.5% | $79,634-46.4% |
| Participation rate | 16.5% | 22.4%-5.9pp | 55.6%-39.1pp | 62.5%-46.0pp |
| Annual return | 8.55% | 63.36%-54.8pp | 302.12%-293.6pp | 36.46%-27.9pp |
| Employer contribution / active EE | $173 | $319-45.7% | $914-81.0% | $2,529-93.1% |
| Participant deferral / active EE | $652 | $636+2.6% | $1,790-63.6% | $3,835-83.0% |
| Admin fee / account holder | $5,682 | $2,105+169.9% | $2,495+127.7% | $1,002+467.1% |