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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 | $70,268 | $28,624+145.5% | $53,647+31.0% | $82,637-15.0% |
| Participation rate | 47.9% | 47.3%+0.6pp | 56.3%-8.4pp | 68.1%-20.1pp |
| Annual return | 12.13% | 664.98%-652.9pp | 358.33%-346.2pp | 53.51%-41.4pp |
| Employer contribution / active EE | $706 | $637+10.8% | $962-26.7% | $2,552-72.4% |
| Participant deferral / active EE | $1,491 | $1,196+24.6% | $1,813-17.8% | $4,126-63.9% |
| Admin fee / account holder | $14,821 | $2,022+633.1% | $2,460+502.5% | $7,339+102.0% |