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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 | $29,667+162.1% | $56,441+37.8% | $80,874-3.9% |
| Participation rate | 10.7% | 41.7%-31.0pp | 52.5%-41.8pp | 67.6%-56.9pp |
| Annual return | 10.21% | 35.22%-25.0pp | 1704.21%-1694.0pp | 35.62%-25.4pp |
| Employer contribution / active EE | $337 | $669-49.6% | $1,039-67.5% | $2,756-87.8% |
| Participant deferral / active EE | $1,715 | $1,227+39.8% | $1,953-12.2% | $4,297-60.1% |
| Admin fee / account holder | $14,197 | $2,429+484.4% | $2,829+401.8% | $6,935+104.7% |