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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 | $67,736 | $29,051+133.2% | $52,425+29.2% | $67,986-0.4% |
| Participation rate | 59.1% | 30.4%+28.7pp | 55.6%+3.5pp | 57.2%+1.9pp |
| Annual return | 13.77% | 24.00%-10.2pp | 302.12%-288.3pp | 31.67%-17.9pp |
| Employer contribution / active EE | $1,359 | $412+230.1% | $914+48.7% | $2,019-32.7% |
| Participant deferral / active EE | $2,593 | $873+197.0% | $1,790+44.9% | $3,358-22.8% |
| Admin fee / account holder | $4,523 | $2,113+114.1% | $2,495+81.3% | $3,203+41.2% |