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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 | $30,421+54.8% | $56,077-16.0% | $74,429-36.7% |
| Participation rate | 32.0% | 32.9%-0.9pp | 52.5%-20.5pp | 67.2%-35.2pp |
| Annual return | 8.75% | 24.94%-16.2pp | 1709.28%-1700.5pp | 1368.38%-1359.6pp |
| Employer contribution / active EE | $328 | $610-46.1% | $1,040-68.4% | $2,625-87.5% |
| Participant deferral / active EE | $1,035 | $1,175-11.9% | $1,954-47.0% | $4,348-76.2% |
| Admin fee / account holder | $21,976 | $2,363+829.8% | $2,825+677.9% | $1,944+1030.3% |