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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 | $65,680 | $29,670+121.4% | $56,054+17.2% | $80,911-18.8% |
| Participation rate | 13.8% | 41.7%-27.9pp | 52.5%-38.7pp | 67.6%-53.9pp |
| Annual return | 8.20% | 35.24%-27.0pp | 1705.95%-1697.7pp | 35.63%-27.4pp |
| Employer contribution / active EE | $167 | $670-75.1% | $1,039-83.9% | $2,756-93.9% |
| Participant deferral / active EE | $2,018 | $1,227+64.5% | $1,952+3.4% | $4,297-53.0% |
| Admin fee / account holder | $929 | $2,431-61.8% | $2,822-67.1% | $6,935-86.6% |