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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 | $54,626 | $29,716+83.8% | $56,077-2.6% | $80,925-32.5% |
| Participation rate | 12.2% | 41.7%-29.5pp | 52.5%-40.3pp | 67.7%-55.5pp |
| Annual return | 7.37% | 35.30%-27.9pp | 1709.28%-1701.9pp | 35.65%-28.3pp |
| Employer contribution / active EE | $360 | $671-46.4% | $1,040-65.4% | $2,756-87.0% |
| Participant deferral / active EE | $449 | $1,228-63.4% | $1,954-77.0% | $4,299-89.5% |
| Admin fee / account holder | $31,030 | $2,432+1175.9% | $2,825+998.4% | $6,940+347.1% |