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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 | $41,153 | $29,507+39.5% | $56,025-26.5% | $77,762-47.1% |
| Participation rate | 18.1% | 32.7%-14.7pp | 52.5%-34.4pp | 70.6%-52.5pp |
| Annual return | 9.49% | 18.90%-9.4pp | 1712.69%-1703.2pp | 31.27%-21.8pp |
| Employer contribution / active EE | $181 | $570-68.1% | $1,042-82.6% | $2,728-93.3% |
| Participant deferral / active EE | $700 | $1,062-34.0% | $1,955-64.2% | $4,651-84.9% |
| Admin fee / account holder | $2,572 | $1,041+147.2% | $2,828-9.1% | $433+494.2% |