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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 | $77,751 | $29,733+161.5% | $56,025+38.8% | $80,959-4.0% |
| Participation rate | 10.7% | 41.7%-31.0pp | 52.5%-41.8pp | 67.7%-57.0pp |
| Annual return | 10.21% | 35.28%-25.1pp | 1712.69%-1702.5pp | 35.67%-25.5pp |
| Employer contribution / active EE | $337 | $672-49.8% | $1,042-67.6% | $2,757-87.8% |
| Participant deferral / active EE | $1,715 | $1,229+39.5% | $1,955-12.3% | $4,300-60.1% |
| Admin fee / account holder | $14,197 | $2,434+483.4% | $2,828+402.0% | $6,925+105.0% |