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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 | $49,731 | $30,437+63.4% | $56,033-11.2% | $74,459-33.2% |
| Participation rate | 23.1% | 32.9%-9.8pp | 52.5%-29.4pp | 67.2%-44.1pp |
| Annual return | 10.55% | 24.96%-14.4pp | 1711.38%-1700.8pp | 1369.70%-1359.2pp |
| Employer contribution / active EE | $169 | $610-72.2% | $1,041-83.7% | $2,626-93.6% |
| Participant deferral / active EE | $946 | $1,176-19.6% | $1,954-51.6% | $4,350-78.3% |
| Admin fee / account holder | $7,006 | $2,363+196.5% | $2,827+147.8% | $1,945+260.3% |