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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 | $29,733+126.7% | $56,025+20.3% | $80,959-16.7% |
| Participation rate | 7.4% | 41.7%-34.3pp | 52.5%-45.1pp | 67.7%-60.3pp |
| Annual return | 8.02% | 35.28%-27.3pp | 1712.69%-1704.7pp | 35.67%-27.7pp |
| Employer contribution / active EE | $397 | $672-40.9% | $1,042-61.9% | $2,757-85.6% |
| Participant deferral / active EE | $2,490 | $1,229+102.5% | $1,955+27.4% | $4,300-42.1% |
| Admin fee / account holder | $37,001 | $2,434+1420.5% | $2,828+1208.2% | $6,925+434.3% |