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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 | $35,613 | $27,936+27.5% | $58,561-39.2% | $75,173-52.6% |
| Participation rate | 14.0% | 38.8%-24.8pp | 50.9%-36.9pp | 67.2%-53.2pp |
| Annual return | 14.95% | 44.21%-29.3pp | 4251.33%-4236.4pp | 160.72%-145.8pp |
| Employer contribution / active EE | $577 | $670-13.9% | $1,053-45.3% | $2,671-78.4% |
| Participant deferral / active EE | $1,037 | $1,202-13.7% | $1,923-46.1% | $4,126-74.9% |
| Admin fee / account holder | $6,328 | $1,727+266.5% | $2,520+151.1% | $5,651+12.0% |