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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 | $60,204 | $29,733+102.5% | $56,025+7.5% | $80,959-25.6% |
| Participation rate | 32.1% | 41.7%-9.6pp | 52.5%-20.4pp | 67.7%-35.5pp |
| Annual return | 7.83% | 35.28%-27.5pp | 1712.69%-1704.9pp | 35.67%-27.8pp |
| Employer contribution / active EE | $274 | $672-59.2% | $1,042-73.7% | $2,757-90.1% |
| Participant deferral / active EE | $451 | $1,229-63.3% | $1,955-76.9% | $4,300-89.5% |
| Admin fee / account holder | $584 | $2,434-76.0% | $2,828-79.4% | $6,925-91.6% |