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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 | $65,832 | $29,736+121.4% | $56,033+17.5% | $80,935-18.7% |
| Participation rate | 8.1% | 41.7%-33.6pp | 52.5%-44.4pp | 67.7%-59.6pp |
| Annual return | 9.59% | 35.28%-25.7pp | 1711.38%-1701.8pp | 35.66%-26.1pp |
| Employer contribution / active EE | $294 | $671-56.3% | $1,041-71.8% | $2,757-89.4% |
| Participant deferral / active EE | $449 | $1,228-63.4% | $1,954-77.0% | $4,299-89.6% |
| Admin fee / account holder | $2,049 | $2,434-15.8% | $2,827-27.5% | $6,924-70.4% |