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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 | $42,709 | $29,736+43.6% | $56,033-23.8% | $80,935-47.2% |
| Participation rate | 15.6% | 41.7%-26.1pp | 52.5%-36.9pp | 67.7%-52.1pp |
| Annual return | 9.98% | 35.28%-25.3pp | 1711.38%-1701.4pp | 35.66%-25.7pp |
| Employer contribution / active EE | $470 | $671-30.0% | $1,041-54.8% | $2,757-82.9% |
| Participant deferral / active EE | $935 | $1,228-23.8% | $1,954-52.1% | $4,299-78.2% |
| Admin fee / account holder | $12,442 | $2,434+411.3% | $2,827+340.1% | $6,924+79.7% |