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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 | $38,311 | $31,679+20.9% | $74,719-48.7% | $65,185-41.2% |
| Participation rate | 19.7% | 40.4%-20.7pp | 54.5%-34.8pp | 70.2%-50.5pp |
| Annual return | 15.18% | 39.04%-23.9pp | 753.05%-737.9pp | 29.38%-14.2pp |
| Employer contribution / active EE | $142 | $566-74.8% | $1,084-86.9% | $2,177-93.5% |
| Participant deferral / active EE | $553 | $1,191-53.5% | $1,963-71.8% | $3,514-84.2% |
| Admin fee / account holder | $1,978 | $379+422.0% | $3,334-40.7% | $847+133.4% |