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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 | $87,462 | $28,624+205.6% | $53,647+63.0% | $82,637+5.8% |
| Participation rate | 42.6% | 47.3%-4.7pp | 56.3%-13.7pp | 68.1%-25.5pp |
| Annual return | 12.92% | 664.98%-652.1pp | 358.33%-345.4pp | 53.51%-40.6pp |
| Employer contribution / active EE | $638 | $637+0.2% | $962-33.7% | $2,552-75.0% |
| Participant deferral / active EE | $792 | $1,196-33.8% | $1,813-56.3% | $4,126-80.8% |
| Admin fee / account holder | $1,459 | $2,022-27.9% | $2,460-40.7% | $7,339-80.1% |