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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 | $56,798 | $29,667+91.5% | $56,441+0.6% | $80,874-29.8% |
| Participation rate | 26.2% | 41.7%-15.4pp | 52.5%-26.3pp | 67.6%-41.4pp |
| Annual return | 10.21% | 35.22%-25.0pp | 1704.21%-1694.0pp | 35.62%-25.4pp |
| Employer contribution / active EE | $541 | $669-19.2% | $1,039-48.0% | $2,756-80.4% |
| Participant deferral / active EE | $939 | $1,227-23.4% | $1,953-51.9% | $4,297-78.1% |
| Admin fee / account holder | $4,707 | $2,429+93.8% | $2,829+66.4% | $6,935-32.1% |