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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 | $27,924+157.3% | $58,534+22.8% | $75,173-4.4% |
| Participation rate | 37.8% | 38.8%-1.1pp | 50.9%-13.1pp | 67.2%-29.4pp |
| Annual return | 14.51% | 44.20%-29.7pp | 4248.32%-4233.8pp | 160.65%-146.1pp |
| Employer contribution / active EE | $923 | $669+38.0% | $1,054-12.3% | $2,670-65.4% |
| Participant deferral / active EE | $2,568 | $1,202+113.7% | $1,924+33.5% | $4,126-37.8% |
| Admin fee / account holder | $627 | $1,726-63.7% | $2,519-75.1% | $5,651-88.9% |