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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 | $28,649 | $27,924+2.6% | $58,544-51.1% | $75,181-61.9% |
| Participation rate | 48.8% | 38.8%+10.0pp | 50.9%-2.0pp | 67.2%-18.4pp |
| Annual return | 9.24% | 44.20%-35.0pp | 4249.56%-4240.3pp | 160.69%-151.4pp |
| Employer contribution / active EE | $665 | $669-0.7% | $1,053-36.9% | $2,671-75.1% |
| Participant deferral / active EE | $1,465 | $1,202+21.9% | $1,923-23.8% | $4,126-64.5% |
| Admin fee / account holder | $7,633 | $1,726+342.2% | $2,520+202.9% | $5,650+35.1% |