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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 | $30,437+76.7% | $56,033-4.0% | $74,459-27.8% |
| Participation rate | 26.7% | 32.9%-6.2pp | 52.5%-25.8pp | 67.2%-40.5pp |
| Annual return | 7.76% | 24.96%-17.2pp | 1711.38%-1703.6pp | 1369.70%-1361.9pp |
| Employer contribution / active EE | $470 | $610-22.9% | $1,041-54.8% | $2,626-82.1% |
| Participant deferral / active EE | $1,275 | $1,176+8.4% | $1,954-34.8% | $4,350-70.7% |
| Admin fee / account holder | $14,661 | $2,363+520.4% | $2,827+418.6% | $1,945+653.9% |