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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 | $73,057 | $29,507+147.6% | $56,025+30.4% | $77,762-6.1% |
| Participation rate | 19.9% | 32.7%-12.8pp | 52.5%-32.6pp | 70.6%-50.7pp |
| Annual return | 10.79% | 18.90%-8.1pp | 1712.69%-1701.9pp | 31.27%-20.5pp |
| Employer contribution / active EE | $486 | $570-14.7% | $1,042-53.3% | $2,728-82.2% |
| Participant deferral / active EE | $871 | $1,062-18.0% | $1,955-55.5% | $4,651-81.3% |
| Admin fee / account holder | $2,723 | $1,041+161.6% | $2,828-3.7% | $433+528.9% |