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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 | $62,411 | $27,936+123.4% | $58,561+6.6% | $75,173-17.0% |
| Participation rate | 37.9% | 38.8%-0.9pp | 50.9%-12.9pp | 67.2%-29.3pp |
| Annual return | 14.89% | 44.21%-29.3pp | 4251.33%-4236.4pp | 160.72%-145.8pp |
| Employer contribution / active EE | $1,211 | $670+80.8% | $1,053+14.9% | $2,671-54.7% |
| Participant deferral / active EE | $2,640 | $1,202+119.7% | $1,923+37.3% | $4,126-36.0% |
| Admin fee / account holder | $2,067 | $1,727+19.7% | $2,520-18.0% | $5,651-63.4% |