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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 | $34,832 | $29,733+17.1% | $56,025-37.8% | $80,959-57.0% |
| Participation rate | 7.7% | 41.7%-34.0pp | 52.5%-44.8pp | 67.7%-60.0pp |
| Annual return | 7.96% | 35.28%-27.3pp | 1712.69%-1704.7pp | 35.67%-27.7pp |
| Employer contribution / active EE | $123 | $672-81.7% | $1,042-88.2% | $2,757-95.5% |
| Participant deferral / active EE | $551 | $1,229-55.2% | $1,955-71.8% | $4,300-87.2% |
| Admin fee / account holder | $7,464 | $2,434+206.7% | $2,828+163.9% | $6,925+7.8% |