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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 | $30,423+78.7% | $56,025-3.0% | $74,478-27.0% |
| Participation rate | 29.7% | 32.9%-3.2pp | 52.5%-22.8pp | 67.2%-37.5pp |
| Annual return | 8.03% | 24.97%-16.9pp | 1712.69%-1704.7pp | 1370.56%-1362.5pp |
| Employer contribution / active EE | $760 | $610+24.5% | $1,042-27.0% | $2,626-71.1% |
| Participant deferral / active EE | $1,368 | $1,176+16.3% | $1,955-30.0% | $4,350-68.5% |
| Admin fee / account holder | $14,913 | $2,363+531.1% | $2,828+427.3% | $1,946+666.4% |