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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 | $47,100 | $34,932+34.8% | $56,441-16.6% | $74,546-36.8% |
| Participation rate | 32.0% | 32.9%-0.9pp | 52.5%-20.5pp | 67.2%-35.2pp |
| Annual return | 8.75% | 24.90%-16.1pp | 1704.21%-1695.5pp | 1366.03%-1357.3pp |
| Employer contribution / active EE | $328 | $608-46.0% | $1,039-68.4% | $2,624-87.5% |
| Participant deferral / active EE | $1,035 | $1,173-11.8% | $1,953-47.0% | $4,347-76.2% |
| Admin fee / account holder | $21,976 | $2,359+831.5% | $2,829+676.8% | $1,944+1030.7% |