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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 | $61,069 | $27,936+118.6% | $58,561+4.3% | $75,173-18.8% |
| Participation rate | 13.5% | 38.8%-25.4pp | 50.9%-37.4pp | 67.2%-53.7pp |
| Annual return | 8.96% | 44.21%-35.3pp | 4251.33%-4242.4pp | 160.72%-151.8pp |
| Employer contribution / active EE | $361 | $670-46.1% | $1,053-65.8% | $2,671-86.5% |
| Participant deferral / active EE | $648 | $1,202-46.1% | $1,923-66.3% | $4,126-84.3% |
| Admin fee / account holder | $34,591 | $1,727+1903.3% | $2,520+1272.4% | $5,651+512.2% |