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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 | $33,682 | $29,733+13.3% | $56,025-39.9% | $80,959-58.4% |
| Participation rate | 68.8% | 41.7%+27.0pp | 52.5%+16.2pp | 67.7%+1.1pp |
| Annual return | 5.30% | 35.28%-30.0pp | 1712.69%-1707.4pp | 35.67%-30.4pp |
| Employer contribution / active EE | $993 | $672+47.8% | $1,042-4.7% | $2,757-64.0% |
| Participant deferral / active EE | $1,999 | $1,229+62.6% | $1,955+2.3% | $4,300-53.5% |
| Admin fee / account holder | $20,851 | $2,434+756.8% | $2,828+637.2% | $6,925+201.1% |