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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 | $29,736+161.5% | $56,033+38.8% | $80,935-3.9% |
| Participation rate | 10.7% | 41.7%-31.0pp | 52.5%-41.8pp | 67.7%-56.9pp |
| Annual return | 10.21% | 35.28%-25.1pp | 1711.38%-1701.2pp | 35.66%-25.4pp |
| Employer contribution / active EE | $337 | $671-49.8% | $1,041-67.6% | $2,757-87.8% |
| Participant deferral / active EE | $1,715 | $1,228+39.6% | $1,954-12.3% | $4,299-60.1% |
| Admin fee / account holder | $14,197 | $2,434+483.4% | $2,827+402.2% | $6,924+105.0% |