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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 | $61,766 | $27,936+121.1% | $58,561+5.5% | $75,173-17.8% |
| Participation rate | 44.1% | 38.8%+5.2pp | 50.9%-6.8pp | 67.2%-23.1pp |
| Annual return | 9.74% | 44.21%-34.5pp | 4251.33%-4241.6pp | 160.72%-151.0pp |
| Employer contribution / active EE | $692 | $670+3.3% | $1,053-34.3% | $2,671-74.1% |
| Participant deferral / active EE | $1,461 | $1,202+21.6% | $1,923-24.0% | $4,126-64.6% |
| Admin fee / account holder | $44,728 | $1,727+2490.3% | $2,520+1674.6% | $5,651+691.6% |