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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 | $57,692 | $34,308+68.2% | $74,713-22.8% | $72,986-21.0% |
| Participation rate | 17.9% | 42.4%-24.4pp | 54.5%-36.5pp | 69.5%-51.5pp |
| Annual return | 2.23% | 26.58%-24.4pp | 752.99%-750.8pp | 81.01%-78.8pp |
| Employer contribution / active EE | $308 | $692-55.5% | $1,084-71.6% | $2,440-87.4% |
| Participant deferral / active EE | $917 | $1,271-27.8% | $1,964-53.3% | $3,607-74.6% |
| Admin fee / account holder | $389 | $2,124-81.7% | $3,334-88.3% | $5,124-92.4% |