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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 | $74,282 | $29,736+149.8% | $56,033+32.6% | $80,935-8.2% |
| Participation rate | 6.8% | 41.7%-34.9pp | 52.5%-45.7pp | 67.7%-60.8pp |
| Annual return | 7.98% | 35.28%-27.3pp | 1711.38%-1703.4pp | 35.66%-27.7pp |
| Employer contribution / active EE | $112 | $671-83.3% | $1,041-89.3% | $2,757-95.9% |
| Participant deferral / active EE | $1,250 | $1,228+1.8% | $1,954-36.0% | $4,299-70.9% |
| Admin fee / account holder | $1,704 | $2,434-30.0% | $2,827-39.7% | $6,924-75.4% |