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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 | $52,162 | $49,896+4.5% | $80,627-35.3% | $75,173-30.6% |
| Participation rate | 37.0% | 55.3%-18.3pp | 67.0%-30.0pp | 67.2%-30.2pp |
| Annual return | 12.44% | 34.67%-22.2pp | 936.76%-924.3pp | 160.72%-148.3pp |
| Employer contribution / active EE | $291 | $1,699-82.9% | $2,723-89.3% | $2,671-89.1% |
| Participant deferral / active EE | $1,663 | $2,992-44.4% | $4,443-62.6% | $4,126-59.7% |
| Admin fee / account holder | $564 | $3,578-84.2% | $5,381-89.5% | $5,651-90.0% |