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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 | $73,561 | $27,924+163.4% | $58,544+25.7% | $75,181-2.2% |
| Participation rate | 46.3% | 38.8%+7.5pp | 50.9%-4.6pp | 67.2%-20.9pp |
| Annual return | 13.64% | 44.20%-30.6pp | 4249.56%-4235.9pp | 160.69%-147.0pp |
| Employer contribution / active EE | $999 | $669+49.4% | $1,053-5.1% | $2,671-62.6% |
| Participant deferral / active EE | $2,257 | $1,202+87.8% | $1,923+17.4% | $4,126-45.3% |
| Admin fee / account holder | $1,084 | $1,726-37.2% | $2,520-57.0% | $5,650-80.8% |