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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 | $36,815 | $26,140+40.8% | $58,507-37.1% | $74,473-50.6% |
| Participation rate | 19.6% | 32.1%-12.5pp | 50.9%-31.3pp | 70.7%-51.2pp |
| Annual return | 9.44% | 32.51%-23.1pp | 4252.32%-4242.9pp | 34.36%-24.9pp |
| Employer contribution / active EE | $184 | $537-65.7% | $1,053-82.5% | $2,638-93.0% |
| Participant deferral / active EE | $714 | $1,075-33.5% | $1,922-62.8% | $4,530-84.2% |
| Admin fee / account holder | $4,975 | $652+663.5% | $2,486+100.1% | $347+1333.5% |