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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 | $51,878+5.8% | $68,368-19.7% | $79,634-31.1% |
| Participation rate | 18.5% | 53.7%-35.2pp | 73.8%-55.2pp | 62.5%-44.0pp |
| Annual return | 7.02% | 137.43%-130.4pp | 292.57%-285.6pp | 36.46%-29.4pp |
| Employer contribution / active EE | $420 | $1,931-78.2% | $2,649-84.1% | $2,529-83.4% |
| Participant deferral / active EE | $756 | $2,577-70.7% | $4,123-81.7% | $3,835-80.3% |
| Admin fee / account holder | $28,562 | $942+2931.3% | $5,150+454.6% | $1,002+2750.7% |