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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 | $60,777 | $27,936+117.6% | $58,561+3.8% | $75,173-19.2% |
| Participation rate | 14.7% | 38.8%-24.1pp | 50.9%-36.2pp | 67.2%-52.5pp |
| Annual return | 10.76% | 44.21%-33.5pp | 4251.33%-4240.6pp | 160.72%-150.0pp |
| Employer contribution / active EE | $415 | $670-38.1% | $1,053-60.6% | $2,671-84.5% |
| Participant deferral / active EE | $518 | $1,202-56.9% | $1,923-73.0% | $4,126-87.4% |
| Admin fee / account holder | $606 | $1,727-64.9% | $2,520-76.0% | $5,651-89.3% |