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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 | $29,670+17.4% | $56,054-37.9% | $80,911-56.9% |
| Participation rate | 7.7% | 41.7%-34.0pp | 52.5%-44.8pp | 67.6%-60.0pp |
| Annual return | 7.96% | 35.24%-27.3pp | 1705.95%-1698.0pp | 35.63%-27.7pp |
| Employer contribution / active EE | $123 | $670-81.6% | $1,039-88.2% | $2,756-95.5% |
| Participant deferral / active EE | $551 | $1,227-55.1% | $1,952-71.8% | $4,297-87.2% |
| Admin fee / account holder | $7,464 | $2,431+207.1% | $2,822+164.5% | $6,935+7.6% |