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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 | $73,044 | $27,936+161.5% | $58,561+24.7% | $75,173-2.8% |
| Participation rate | 35.3% | 38.8%-3.6pp | 50.9%-15.6pp | 67.2%-31.9pp |
| Annual return | 12.66% | 44.21%-31.6pp | 4251.33%-4238.7pp | 160.72%-148.1pp |
| Employer contribution / active EE | $442 | $670-33.9% | $1,053-58.0% | $2,671-83.4% |
| Participant deferral / active EE | $1,005 | $1,202-16.4% | $1,923-47.8% | $4,126-75.7% |
| Admin fee / account holder | $6,776 | $1,727+292.4% | $2,520+168.8% | $5,651+19.9% |