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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 | $53,794 | $52,353+2.8% | $120,225-55.3% | $82,448-34.8% |
| Participation rate | 30.5% | 58.3%-27.8pp | 69.6%-39.1pp | 68.1%-37.6pp |
| Annual return | 12.78% | 61.85%-49.1pp | 439.23%-426.4pp | 41.64%-28.9pp |
| Employer contribution / active EE | $748 | $1,510-50.5% | $3,475-78.5% | $2,551-70.7% |
| Participant deferral / active EE | $1,314 | $2,627-50.0% | $3,999-67.1% | $4,139-68.3% |
| Admin fee / account holder | $35,328 | $4,363+709.8% | $5,696+520.2% | $7,234+388.3% |