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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 | $67,418 | $29,716+126.9% | $56,077+20.2% | $80,925-16.7% |
| Participation rate | 7.4% | 41.7%-34.3pp | 52.5%-45.1pp | 67.7%-60.3pp |
| Annual return | 8.02% | 35.30%-27.3pp | 1709.28%-1701.3pp | 35.65%-27.6pp |
| Employer contribution / active EE | $397 | $671-40.8% | $1,040-61.8% | $2,756-85.6% |
| Participant deferral / active EE | $2,490 | $1,228+102.7% | $1,954+27.4% | $4,299-42.1% |
| Admin fee / account holder | $37,001 | $2,432+1421.4% | $2,825+1209.8% | $6,940+433.1% |