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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 | $73,804 | $29,051+154.0% | $52,425+40.8% | $67,986+8.6% |
| Participation rate | 39.3% | 30.4%+8.9pp | 55.6%-16.3pp | 57.2%-17.9pp |
| Annual return | 13.53% | 24.00%-10.5pp | 302.12%-288.6pp | 31.67%-18.1pp |
| Employer contribution / active EE | $793 | $412+92.5% | $914-13.3% | $2,019-60.7% |
| Participant deferral / active EE | $2,123 | $873+143.1% | $1,790+18.6% | $3,358-36.8% |
| Admin fee / account holder | $5,047 | $2,113+138.9% | $2,495+102.3% | $3,203+57.6% |