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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 | $44,991 | $29,319+53.5% | $52,425-14.2% | $82,448-45.4% |
| Participation rate | 32.1% | 46.9%-14.7pp | 55.6%-23.5pp | 68.1%-35.9pp |
| Annual return | 11.98% | 535.20%-523.2pp | 302.12%-290.1pp | 41.64%-29.7pp |
| Employer contribution / active EE | $183 | $586-68.7% | $914-80.0% | $2,551-92.8% |
| Participant deferral / active EE | $1,797 | $1,171+53.4% | $1,790+0.4% | $4,139-56.6% |
| Admin fee / account holder | $9,642 | $1,962+391.4% | $2,495+286.5% | $7,234+33.3% |