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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 | $35,030 | $29,670+18.1% | $56,054-37.5% | $80,911-56.7% |
| Participation rate | 23.2% | 41.7%-18.5pp | 52.5%-29.3pp | 67.6%-44.5pp |
| Annual return | 9.20% | 35.24%-26.0pp | 1705.95%-1696.7pp | 35.63%-26.4pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $808 | $1,227-34.1% | $1,952-58.6% | $4,297-81.2% |
| Admin fee / account holder | $547 | $2,431-77.5% | $2,822-80.6% | $6,935-92.1% |