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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 | $35,670 | $29,716+20.0% | $56,077-36.4% | $80,925-55.9% |
| Participation rate | 17.7% | 41.7%-24.0pp | 52.5%-34.8pp | 67.7%-49.9pp |
| Annual return | 7.66% | 35.30%-27.6pp | 1709.28%-1701.6pp | 35.65%-28.0pp |
| Employer contribution / active EE | $245 | $671-63.5% | $1,040-76.4% | $2,756-91.1% |
| Participant deferral / active EE | $927 | $1,228-24.5% | $1,954-52.5% | $4,299-78.4% |
| Admin fee / account holder | $511 | $2,432-79.0% | $2,825-81.9% | $6,940-92.6% |