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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 | $80,454 | $58,241+38.1% | $81,780-1.6% | $80,911-0.6% |
| Participation rate | 30.3% | 63.4%-33.1pp | 72.4%-42.1pp | 67.6%-37.3pp |
| Annual return | 9.76% | 41.73%-32.0pp | 776.27%-766.5pp | 35.63%-25.9pp |
| Employer contribution / active EE | $874 | $2,343-62.7% | $2,914-70.0% | $2,756-68.3% |
| Participant deferral / active EE | $1,567 | $3,283-52.3% | $4,321-63.7% | $4,297-63.5% |
| Admin fee / account holder | $658 | $4,973-86.8% | $7,384-91.1% | $6,935-90.5% |