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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 | $53,962 | $27,924+93.2% | $58,534-7.8% | $75,173-28.2% |
| Participation rate | 22.6% | 38.8%-16.3pp | 50.9%-28.3pp | 67.2%-44.6pp |
| Annual return | 10.34% | 44.20%-33.9pp | 4248.32%-4238.0pp | 160.65%-150.3pp |
| Employer contribution / active EE | $407 | $669-39.1% | $1,054-61.3% | $2,670-84.8% |
| Participant deferral / active EE | $1,025 | $1,202-14.7% | $1,924-46.7% | $4,126-75.1% |
| Admin fee / account holder | $356 | $1,726-79.4% | $2,519-85.9% | $5,651-93.7% |