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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 | $29,716+26.0% | $56,077-33.2% | $80,925-53.7% |
| Participation rate | 20.5% | 41.7%-21.2pp | 52.5%-32.0pp | 67.7%-47.1pp |
| Annual return | 9.47% | 35.30%-25.8pp | 1709.28%-1699.8pp | 35.65%-26.2pp |
| Employer contribution / active EE | $174 | $671-74.0% | $1,040-83.2% | $2,756-93.7% |
| Participant deferral / active EE | $752 | $1,228-38.8% | $1,954-61.5% | $4,299-82.5% |
| Admin fee / account holder | $431 | $2,432-82.3% | $2,825-84.7% | $6,940-93.8% |