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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 | $74,905 | $39,028+91.9% | $80,741-7.2% | $85,856-12.8% |
| Participation rate | 25.0% | 41.6%-16.6pp | 54.2%-29.2pp | 69.3%-44.3pp |
| Annual return | 11.04% | 26.31%-15.3pp | 87.30%-76.3pp | 318.58%-307.5pp |
| Employer contribution / active EE | $147 | $722-79.6% | $1,160-87.3% | $2,565-94.3% |
| Participant deferral / active EE | $682 | $1,326-48.6% | $2,145-68.2% | $3,952-82.7% |
| Admin fee / account holder | $770 | $2,429-68.3% | $3,380-77.2% | $6,261-87.7% |