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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 | $33,960 | $30,385+11.8% | $56,054-39.4% | $74,400-54.4% |
| Participation rate | 23.4% | 32.9%-9.5pp | 52.5%-29.1pp | 67.2%-43.8pp |
| Annual return | 10.58% | 24.92%-14.3pp | 1705.95%-1695.4pp | 1367.51%-1356.9pp |
| Employer contribution / active EE | $530 | $609-12.9% | $1,039-49.0% | $2,624-79.8% |
| Participant deferral / active EE | $910 | $1,174-22.5% | $1,952-53.4% | $4,348-79.1% |
| Admin fee / account holder | $1,920 | $2,361-18.7% | $2,822-32.0% | $1,944-1.2% |