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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 | $60,905 | $27,800+119.1% | $58,507+4.1% | $71,529-14.9% |
| Participation rate | 28.2% | 34.6%-6.4pp | 50.9%-22.7pp | 67.9%-39.8pp |
| Annual return | 13.39% | 26.80%-13.4pp | 4252.32%-4238.9pp | 28.97%-15.6pp |
| Employer contribution / active EE | $757 | $632+19.9% | $1,053-28.1% | $2,590-70.8% |
| Participant deferral / active EE | $1,385 | $1,208+14.6% | $1,922-27.9% | $4,291-67.7% |
| Admin fee / account holder | $1,246 | $1,637-23.9% | $2,486-49.9% | $1,588-21.6% |