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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 | $65,680 | $29,736+120.9% | $56,033+17.2% | $80,935-18.8% |
| Participation rate | 13.8% | 41.7%-27.9pp | 52.5%-38.7pp | 67.7%-53.9pp |
| Annual return | 8.20% | 35.28%-27.1pp | 1711.38%-1703.2pp | 35.66%-27.5pp |
| Employer contribution / active EE | $167 | $671-75.1% | $1,041-84.0% | $2,757-93.9% |
| Participant deferral / active EE | $2,018 | $1,228+64.3% | $1,954+3.3% | $4,299-53.1% |
| Admin fee / account holder | $929 | $2,434-61.8% | $2,827-67.2% | $6,924-86.6% |