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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 | $29,716+54.8% | $56,077-18.0% | $80,925-43.1% |
| Participation rate | 28.6% | 41.7%-13.1pp | 52.5%-23.9pp | 67.7%-39.1pp |
| Annual return | 5.29% | 35.30%-30.0pp | 1709.28%-1704.0pp | 35.65%-30.4pp |
| Employer contribution / active EE | $486 | $671-27.6% | $1,040-53.3% | $2,756-82.4% |
| Participant deferral / active EE | $1,334 | $1,228+8.6% | $1,954-31.7% | $4,299-69.0% |
| Admin fee / account holder | $1,104 | $2,432-54.6% | $2,825-60.9% | $6,940-84.1% |