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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 | $34,261 | $27,936+22.6% | $58,561-41.5% | $75,173-54.4% |
| Participation rate | 25.0% | 38.8%-13.8pp | 50.9%-25.9pp | 67.2%-42.2pp |
| Annual return | 9.18% | 44.21%-35.0pp | 4251.33%-4242.1pp | 160.72%-151.5pp |
| Employer contribution / active EE | $186 | $670-72.3% | $1,053-82.4% | $2,671-93.0% |
| Participant deferral / active EE | $774 | $1,202-35.6% | $1,923-59.8% | $4,126-81.2% |
| Admin fee / account holder | $7,776 | $1,727+350.3% | $2,520+208.5% | $5,651+37.6% |