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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 | $54,168 | $58,726-7.8% | $142,898-62.1% | $85,847-36.9% |
| Participation rate | 46.8% | 58.5%-11.7pp | 72.0%-25.1pp | 69.3%-22.5pp |
| Annual return | 11.38% | 27.73%-16.4pp | 5639.64%-5628.3pp | 318.61%-307.2pp |
| Employer contribution / active EE | $295 | $1,424-79.3% | $4,146-92.9% | $2,565-88.5% |
| Participant deferral / active EE | $1,704 | $2,609-34.7% | $3,838-55.6% | $3,952-56.9% |
| Admin fee / account holder | $16,633 | $4,234+292.8% | $6,560+153.5% | $6,261+165.7% |