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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 | $46,230 | $29,667+55.8% | $56,441-18.1% | $80,874-42.8% |
| Participation rate | 50.6% | 41.7%+9.0pp | 52.5%-1.8pp | 67.6%-17.0pp |
| Annual return | 9.81% | 35.22%-25.4pp | 1704.21%-1694.4pp | 35.62%-25.8pp |
| Employer contribution / active EE | $290 | $669-56.7% | $1,039-72.1% | $2,756-89.5% |
| Participant deferral / active EE | $730 | $1,227-40.5% | $1,953-62.6% | $4,297-83.0% |
| Admin fee / account holder | $501 | $2,429-79.4% | $2,829-82.3% | $6,935-92.8% |