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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 | $62,939 | $28,624+119.9% | $53,647+17.3% | $82,637-23.8% |
| Participation rate | 35.2% | 47.3%-12.1pp | 56.3%-21.1pp | 68.1%-32.9pp |
| Annual return | 12.33% | 664.98%-652.7pp | 358.33%-346.0pp | 53.51%-41.2pp |
| Employer contribution / active EE | $532 | $637-16.4% | $962-44.7% | $2,552-79.2% |
| Participant deferral / active EE | $1,161 | $1,196-3.0% | $1,813-36.0% | $4,126-71.9% |
| Admin fee / account holder | $2,805 | $2,022+38.7% | $2,460+14.0% | $7,339-61.8% |