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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 | $52,361 | $27,924+87.5% | $58,544-10.6% | $75,181-30.4% |
| Participation rate | 33.3% | 38.8%-5.5pp | 50.9%-17.5pp | 67.2%-33.9pp |
| Annual return | 14.21% | 44.20%-30.0pp | 4249.56%-4235.4pp | 160.69%-146.5pp |
| Employer contribution / active EE | $502 | $669-24.9% | $1,053-52.3% | $2,671-81.2% |
| Participant deferral / active EE | $1,570 | $1,202+30.7% | $1,923-18.3% | $4,126-61.9% |
| Admin fee / account holder | $514 | $1,726-70.3% | $2,520-79.6% | $5,650-90.9% |