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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 | $85,587 | $29,319+191.9% | $52,425+63.3% | $82,448+3.8% |
| Participation rate | 40.0% | 46.9%-6.9pp | 55.6%-15.6pp | 68.1%-28.1pp |
| Annual return | 12.89% | 535.20%-522.3pp | 302.12%-289.2pp | 41.64%-28.7pp |
| Employer contribution / active EE | $115 | $586-80.4% | $914-87.4% | $2,551-95.5% |
| Participant deferral / active EE | $1,149 | $1,171-1.9% | $1,790-35.8% | $4,139-72.2% |
| Admin fee / account holder | $3,330 | $1,962+69.7% | $2,495+33.5% | $7,234-54.0% |