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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 | $54,362 | $30,421+78.7% | $56,077-3.1% | $74,429-27.0% |
| Participation rate | 29.7% | 32.9%-3.2pp | 52.5%-22.8pp | 67.2%-37.5pp |
| Annual return | 8.03% | 24.94%-16.9pp | 1709.28%-1701.2pp | 1368.38%-1360.4pp |
| Employer contribution / active EE | $760 | $610+24.7% | $1,040-26.9% | $2,625-71.0% |
| Participant deferral / active EE | $1,368 | $1,175+16.4% | $1,954-30.0% | $4,348-68.5% |
| Admin fee / account holder | $14,913 | $2,363+531.0% | $2,825+427.9% | $1,944+667.0% |