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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 | $37,933 | $27,943+35.7% | $58,507-35.2% | $75,177-49.5% |
| Participation rate | 49.2% | 38.8%+10.4pp | 50.9%-1.7pp | 67.2%-18.0pp |
| Annual return | 12.05% | 44.22%-32.2pp | 4252.32%-4240.3pp | 160.75%-148.7pp |
| Employer contribution / active EE | $295 | $670-55.9% | $1,053-72.0% | $2,671-88.9% |
| Participant deferral / active EE | $1,808 | $1,202+50.4% | $1,922-6.0% | $4,126-56.2% |
| Admin fee / account holder | $4,335 | $1,727+151.0% | $2,486+74.4% | $5,651-23.3% |