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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 | $84,937 | $22,602+275.8% | $65,328+30.0% | $75,181+13.0% |
| Participation rate | 44.1% | 63.1%-19.0pp | 64.9%-20.9pp | 67.2%-23.1pp |
| Annual return | 13.81% | 71.13%-57.3pp | 47.39%-33.6pp | 160.69%-146.9pp |
| Employer contribution / active EE | $338 | $941-64.0% | $1,692-80.0% | $2,671-87.3% |
| Participant deferral / active EE | $2,113 | $1,695+24.7% | $2,832-25.4% | $4,126-48.8% |
| Admin fee / account holder | $20,960 | $1,877+1016.5% | $4,116+409.3% | $5,650+271.0% |