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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 | $30,423+54.8% | $56,025-15.9% | $74,478-36.8% |
| Participation rate | 32.0% | 32.9%-0.9pp | 52.5%-20.5pp | 67.2%-35.2pp |
| Annual return | 8.75% | 24.97%-16.2pp | 1712.69%-1703.9pp | 1370.56%-1361.8pp |
| Employer contribution / active EE | $328 | $610-46.2% | $1,042-68.5% | $2,626-87.5% |
| Participant deferral / active EE | $1,035 | $1,176-12.0% | $1,955-47.0% | $4,350-76.2% |
| Admin fee / account holder | $21,976 | $2,363+829.9% | $2,828+677.0% | $1,946+1029.4% |