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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 | $46,006 | $29,733+54.7% | $56,025-17.9% | $80,959-43.2% |
| Participation rate | 28.6% | 41.7%-13.2pp | 52.5%-23.9pp | 67.7%-39.1pp |
| Annual return | 5.29% | 35.28%-30.0pp | 1712.69%-1707.4pp | 35.67%-30.4pp |
| Employer contribution / active EE | $486 | $672-27.7% | $1,042-53.4% | $2,757-82.4% |
| Participant deferral / active EE | $1,334 | $1,229+8.5% | $1,955-31.8% | $4,300-69.0% |
| Admin fee / account holder | $1,104 | $2,434-54.6% | $2,828-61.0% | $6,925-84.1% |