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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 | $59,202 | $27,800+113.0% | $58,507+1.2% | $71,529-17.2% |
| Participation rate | 15.5% | 34.6%-19.1pp | 50.9%-35.3pp | 67.9%-52.4pp |
| Annual return | 10.37% | 26.80%-16.4pp | 4252.32%-4242.0pp | 28.97%-18.6pp |
| Employer contribution / active EE | $293 | $632-53.6% | $1,053-72.2% | $2,590-88.7% |
| Participant deferral / active EE | $770 | $1,208-36.3% | $1,922-60.0% | $4,291-82.1% |
| Admin fee / account holder | $1,553 | $1,637-5.2% | $2,486-37.5% | $1,588-2.3% |