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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 | $68,213 | $27,943+144.1% | $58,507+16.6% | $75,177-9.3% |
| Participation rate | 22.4% | 38.8%-16.4pp | 50.9%-28.4pp | 67.2%-44.8pp |
| Annual return | 7.36% | 44.22%-36.9pp | 4252.32%-4245.0pp | 160.75%-153.4pp |
| Employer contribution / active EE | $476 | $670-28.9% | $1,053-54.8% | $2,671-82.2% |
| Participant deferral / active EE | $1,804 | $1,202+50.1% | $1,922-6.1% | $4,126-56.3% |
| Admin fee / account holder | $62,920 | $1,727+3543.1% | $2,486+2430.9% | $5,651+1013.4% |