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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 | $29,736+55.5% | $56,033-17.5% | $80,935-42.9% |
| Participation rate | 50.6% | 41.7%+8.9pp | 52.5%-1.8pp | 67.7%-17.0pp |
| Annual return | 9.81% | 35.28%-25.5pp | 1711.38%-1701.6pp | 35.66%-25.8pp |
| Employer contribution / active EE | $290 | $671-56.8% | $1,041-72.1% | $2,757-89.5% |
| Participant deferral / active EE | $730 | $1,228-40.6% | $1,954-62.6% | $4,299-83.0% |
| Admin fee / account holder | $501 | $2,434-79.4% | $2,827-82.3% | $6,924-92.8% |