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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 | $47,386 | $27,943+69.6% | $58,507-19.0% | $75,177-37.0% |
| Participation rate | 13.1% | 38.8%-25.7pp | 50.9%-37.8pp | 67.2%-54.1pp |
| Annual return | 12.56% | 44.22%-31.7pp | 4252.32%-4239.8pp | 160.75%-148.2pp |
| Employer contribution / active EE | $890 | $670+33.0% | $1,053-15.5% | $2,671-66.7% |
| Participant deferral / active EE | $2,124 | $1,202+76.7% | $1,922+10.5% | $4,126-48.5% |
| Admin fee / account holder | $20,834 | $1,727+1106.3% | $2,486+738.0% | $5,651+268.7% |