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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 | $93,750 | $29,716+215.5% | $56,077+67.2% | $80,925+15.8% |
| Participation rate | 9.7% | 41.7%-32.0pp | 52.5%-42.8pp | 67.7%-58.0pp |
| Annual return | 7.45% | 35.30%-27.8pp | 1709.28%-1701.8pp | 35.65%-28.2pp |
| Employer contribution / active EE | $297 | $671-55.8% | $1,040-71.5% | $2,756-89.2% |
| Participant deferral / active EE | $803 | $1,228-34.7% | $1,954-58.9% | $4,299-81.3% |
| Admin fee / account holder | $4,779 | $2,432+96.5% | $2,825+69.2% | $6,940-31.1% |