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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 | $47,978 | $45,126+6.3% | $85,187-43.7% | $74,459-35.6% |
| Participation rate | 25.0% | 49.4%-24.4pp | 67.5%-42.5pp | 67.2%-42.2pp |
| Annual return | 9.98% | 26.30%-16.3pp | 66.67%-56.7pp | 1369.70%-1359.7pp |
| Employer contribution / active EE | $554 | $1,460-62.0% | $2,732-79.7% | $2,626-78.9% |
| Participant deferral / active EE | $770 | $2,738-71.9% | $4,525-83.0% | $4,350-82.3% |
| Admin fee / account holder | $3,205 | $2,212+44.9% | $6,162-48.0% | $1,945+64.8% |