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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 | $84,412 | $29,733+183.9% | $56,025+50.7% | $80,959+4.3% |
| Participation rate | 51.0% | 41.7%+9.3pp | 52.5%-1.5pp | 67.7%-16.7pp |
| Annual return | 9.72% | 35.28%-25.6pp | 1712.69%-1703.0pp | 35.67%-25.9pp |
| Employer contribution / active EE | $309 | $672-54.0% | $1,042-70.3% | $2,757-88.8% |
| Participant deferral / active EE | $1,211 | $1,229-1.5% | $1,955-38.0% | $4,300-71.8% |
| Admin fee / account holder | $4,838 | $2,434+98.8% | $2,828+71.1% | $6,925-30.1% |