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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 | $37,438 | $29,733+25.9% | $56,025-33.2% | $80,959-53.8% |
| Participation rate | 20.5% | 41.7%-21.2pp | 52.5%-32.0pp | 67.7%-47.2pp |
| Annual return | 9.47% | 35.28%-25.8pp | 1712.69%-1703.2pp | 35.67%-26.2pp |
| Employer contribution / active EE | $174 | $672-74.0% | $1,042-83.3% | $2,757-93.7% |
| Participant deferral / active EE | $752 | $1,229-38.8% | $1,955-61.5% | $4,300-82.5% |
| Admin fee / account holder | $431 | $2,434-82.3% | $2,828-84.8% | $6,925-93.8% |