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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 | $44,206+24.2% | $94,057-41.6% | $64,728-15.2% |
| Participation rate | 18.5% | 51.0%-32.5pp | 73.3%-54.8pp | 57.9%-39.4pp |
| Annual return | 7.02% | 259.42%-252.4pp | 480.62%-473.6pp | 49.38%-42.4pp |
| Employer contribution / active EE | $420 | $1,635-74.3% | $2,933-85.7% | $2,243-81.3% |
| Participant deferral / active EE | $756 | $1,902-60.2% | $4,709-83.9% | $2,729-72.3% |
| Admin fee / account holder | $28,562 | $1,230+2222.2% | $7,244+294.3% | $1,145+2394.2% |