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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 | $75,786 | $28,624+164.8% | $53,647+41.3% | $82,637-8.3% |
| Participation rate | 25.8% | 47.3%-21.5pp | 56.3%-30.5pp | 68.1%-42.2pp |
| Annual return | 12.27% | 664.98%-652.7pp | 358.33%-346.1pp | 53.51%-41.2pp |
| Employer contribution / active EE | $396 | $637-37.8% | $962-58.9% | $2,552-84.5% |
| Participant deferral / active EE | $1,358 | $1,196+13.5% | $1,813-25.1% | $4,126-67.1% |
| Admin fee / account holder | $51,874 | $2,022+2465.9% | $2,460+2008.8% | $7,339+606.8% |