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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 | $68,912 | $29,736+131.7% | $56,033+23.0% | $80,935-14.9% |
| Participation rate | 22.8% | 41.7%-18.9pp | 52.5%-29.7pp | 67.7%-44.9pp |
| Annual return | 7.45% | 35.28%-27.8pp | 1711.38%-1703.9pp | 35.66%-28.2pp |
| Employer contribution / active EE | $647 | $671-3.7% | $1,041-37.9% | $2,757-76.5% |
| Participant deferral / active EE | $1,660 | $1,228+35.2% | $1,954-15.0% | $4,299-61.4% |
| Admin fee / account holder | $46,723 | $2,434+1819.9% | $2,827+1552.7% | $6,924+574.8% |