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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 | $29,733+91.0% | $56,025+1.4% | $80,959-29.8% |
| Participation rate | 26.2% | 41.7%-15.5pp | 52.5%-26.3pp | 67.7%-41.4pp |
| Annual return | 10.21% | 35.28%-25.1pp | 1712.69%-1702.5pp | 35.67%-25.5pp |
| Employer contribution / active EE | $541 | $672-19.5% | $1,042-48.1% | $2,757-80.4% |
| Participant deferral / active EE | $939 | $1,229-23.6% | $1,955-51.9% | $4,300-78.2% |
| Admin fee / account holder | $4,707 | $2,434+93.4% | $2,828+66.4% | $6,925-32.0% |