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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 | $84,357 | $23,330+261.6% | $64,489+30.8% | $82,448+2.3% |
| Participation rate | 36.7% | 68.3%-31.6pp | 67.7%-31.0pp | 68.1%-31.3pp |
| Annual return | 6.61% | 83.66%-77.0pp | 55.03%-48.4pp | 41.64%-35.0pp |
| Employer contribution / active EE | $1,229 | $824+49.1% | $1,523-19.3% | $2,551-51.8% |
| Participant deferral / active EE | $2,279 | $1,707+33.5% | $2,778-18.0% | $4,139-44.9% |
| Admin fee / account holder | $13,071 | $2,946+343.8% | $4,260+206.8% | $7,234+80.7% |