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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 | $27,924+161.6% | $58,544+24.8% | $75,181-2.8% |
| Participation rate | 35.3% | 38.8%-3.5pp | 50.9%-15.6pp | 67.2%-31.9pp |
| Annual return | 12.66% | 44.20%-31.5pp | 4249.56%-4236.9pp | 160.69%-148.0pp |
| Employer contribution / active EE | $442 | $669-33.9% | $1,053-58.0% | $2,671-83.4% |
| Participant deferral / active EE | $1,005 | $1,202-16.4% | $1,923-47.8% | $4,126-75.6% |
| Admin fee / account holder | $6,776 | $1,726+292.5% | $2,520+168.9% | $5,650+19.9% |