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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 | $36,795 | $27,924+31.8% | $58,544-37.1% | $75,181-51.1% |
| Participation rate | 23.3% | 38.8%-15.5pp | 50.9%-27.5pp | 67.2%-43.9pp |
| Annual return | 5.57% | 44.20%-38.6pp | 4249.56%-4244.0pp | 160.69%-155.1pp |
| Employer contribution / active EE | $759 | $669+13.4% | $1,053-27.9% | $2,671-71.6% |
| Participant deferral / active EE | $1,540 | $1,202+28.1% | $1,923-19.9% | $4,126-62.7% |
| Admin fee / account holder | $5,350 | $1,726+209.9% | $2,520+112.3% | $5,650-5.3% |