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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 | $71,855 | $27,943+157.1% | $58,507+22.8% | $75,177-4.4% |
| Participation rate | 37.8% | 38.8%-1.1pp | 50.9%-13.1pp | 67.2%-29.4pp |
| Annual return | 14.51% | 44.22%-29.7pp | 4252.32%-4237.8pp | 160.75%-146.2pp |
| Employer contribution / active EE | $923 | $670+37.9% | $1,053-12.3% | $2,671-65.4% |
| Participant deferral / active EE | $2,568 | $1,202+113.7% | $1,922+33.6% | $4,126-37.8% |
| Admin fee / account holder | $627 | $1,727-63.7% | $2,486-74.8% | $5,651-88.9% |