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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 | $78,632 | $27,800+182.8% | $58,507+34.4% | $71,529+9.9% |
| Participation rate | 49.1% | 34.6%+14.5pp | 50.9%-1.7pp | 67.9%-18.8pp |
| Annual return | 11.18% | 26.80%-15.6pp | 4252.32%-4241.1pp | 28.97%-17.8pp |
| Employer contribution / active EE | $343 | $632-45.6% | $1,053-67.4% | $2,590-86.7% |
| Participant deferral / active EE | $1,950 | $1,208+61.4% | $1,922+1.4% | $4,291-54.6% |
| Admin fee / account holder | $616 | $1,637-62.4% | $2,486-75.2% | $1,588-61.2% |