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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 | $53,792 | $34,932+54.0% | $56,441-4.7% | $74,546-27.8% |
| Participation rate | 26.7% | 32.9%-6.2pp | 52.5%-25.8pp | 67.2%-40.5pp |
| Annual return | 7.76% | 24.90%-17.1pp | 1704.21%-1696.4pp | 1366.03%-1358.3pp |
| Employer contribution / active EE | $470 | $608-22.7% | $1,039-54.7% | $2,624-82.1% |
| Participant deferral / active EE | $1,275 | $1,173+8.7% | $1,953-34.7% | $4,347-70.7% |
| Admin fee / account holder | $14,661 | $2,359+521.4% | $2,829+418.2% | $1,944+654.3% |