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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 | $29,319+114.7% | $52,425+20.1% | $82,448-23.7% |
| Participation rate | 35.2% | 46.9%-11.7pp | 55.6%-20.5pp | 68.1%-32.9pp |
| Annual return | 12.33% | 535.20%-522.9pp | 302.12%-289.8pp | 41.64%-29.3pp |
| Employer contribution / active EE | $532 | $586-9.3% | $914-41.8% | $2,551-79.1% |
| Participant deferral / active EE | $1,161 | $1,171-0.9% | $1,790-35.2% | $4,139-72.0% |
| Admin fee / account holder | $2,805 | $1,962+42.9% | $2,495+12.4% | $7,234-61.2% |