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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 | $38,680 | $29,733+30.1% | $56,025-31.0% | $80,959-52.2% |
| Participation rate | 8.5% | 41.7%-33.2pp | 52.5%-44.0pp | 67.7%-59.2pp |
| Annual return | 8.30% | 35.28%-27.0pp | 1712.69%-1704.4pp | 35.67%-27.4pp |
| Employer contribution / active EE | $137 | $672-79.6% | $1,042-86.8% | $2,757-95.0% |
| Participant deferral / active EE | $1,031 | $1,229-16.1% | $1,955-47.2% | $4,300-76.0% |
| Admin fee / account holder | $22,002 | $2,434+804.1% | $2,828+677.9% | $6,925+217.7% |