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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 | $66,008 | $29,319+125.1% | $52,425+25.9% | $82,448-19.9% |
| Participation rate | 7.1% | 46.9%-39.7pp | 55.6%-48.5pp | 68.1%-60.9pp |
| Annual return | 12.11% | 535.20%-523.1pp | 302.12%-290.0pp | 41.64%-29.5pp |
| Employer contribution / active EE | $139 | $586-76.3% | $914-84.8% | $2,551-94.6% |
| Participant deferral / active EE | $1,570 | $1,171+34.1% | $1,790-12.3% | $4,139-62.1% |
| Admin fee / account holder | $49,086 | $1,962+2401.7% | $2,495+1867.5% | $7,234+578.5% |