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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 | $83,363 | $65,566+27.1% | $86,235-3.3% | $75,177+10.9% |
| Participation rate | 28.4% | 60.5%-32.1pp | 69.0%-40.6pp | 67.2%-38.8pp |
| Annual return | 12.21% | 46.07%-33.9pp | 1170.03%-1157.8pp | 160.75%-148.5pp |
| Employer contribution / active EE | $727 | $1,553-53.2% | $2,381-69.5% | $2,671-72.8% |
| Participant deferral / active EE | $2,157 | $3,023-28.6% | $3,987-45.9% | $4,126-47.7% |
| Admin fee / account holder | $2,203 | $5,470-59.7% | $6,856-67.9% | $5,651-61.0% |