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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 | $77,070 | $27,943+175.8% | $58,507+31.7% | $75,177+2.5% |
| Participation rate | 22.2% | 38.8%-16.6pp | 50.9%-28.6pp | 67.2%-45.0pp |
| Annual return | 8.74% | 44.22%-35.5pp | 4252.32%-4243.6pp | 160.75%-152.0pp |
| Employer contribution / active EE | $247 | $670-63.1% | $1,053-76.5% | $2,671-90.7% |
| Participant deferral / active EE | $435 | $1,202-63.8% | $1,922-77.4% | $4,126-89.5% |
| Admin fee / account holder | $734 | $1,727-57.5% | $2,486-70.5% | $5,651-87.0% |