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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 | $54,890 | $44,398+23.6% | $103,693-47.1% | $65,191-15.8% |
| Participation rate | 18.5% | 54.3%-35.8pp | 72.6%-54.1pp | 63.0%-44.5pp |
| Annual return | 7.02% | 325.62%-318.6pp | 47.61%-40.6pp | 51.24%-44.2pp |
| Employer contribution / active EE | $420 | $1,702-75.3% | $2,920-85.6% | $2,400-82.5% |
| Participant deferral / active EE | $756 | $1,797-57.9% | $4,579-83.5% | $2,671-71.7% |
| Admin fee / account holder | $28,562 | $856+3236.3% | $7,858+263.5% | $907+3049.3% |