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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 | $53,376 | $34,932+52.8% | $56,441-5.4% | $74,546-28.4% |
| Participation rate | 18.4% | 32.9%-14.4pp | 52.5%-34.0pp | 67.2%-48.8pp |
| Annual return | 10.25% | 24.90%-14.6pp | 1704.21%-1694.0pp | 1366.03%-1355.8pp |
| Employer contribution / active EE | $446 | $608-26.7% | $1,039-57.1% | $2,624-83.0% |
| Participant deferral / active EE | $968 | $1,173-17.4% | $1,953-50.4% | $4,347-77.7% |
| Admin fee / account holder | $3,184 | $2,359+34.9% | $2,829+12.5% | $1,944+63.8% |