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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 | $76,258 | $29,733+156.5% | $56,025+36.1% | $80,959-5.8% |
| Participation rate | 23.8% | 41.7%-17.9pp | 52.5%-28.7pp | 67.7%-43.9pp |
| Annual return | 10.46% | 35.28%-24.8pp | 1712.69%-1702.2pp | 35.67%-25.2pp |
| Employer contribution / active EE | $842 | $672+25.3% | $1,042-19.2% | $2,757-69.5% |
| Participant deferral / active EE | $1,652 | $1,229+34.4% | $1,955-15.5% | $4,300-61.6% |
| Admin fee / account holder | $1,230 | $2,434-49.5% | $2,828-56.5% | $6,925-82.2% |