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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 | $84,852 | $23,330+263.7% | $64,489+31.6% | $82,448+2.9% |
| Participation rate | 57.4% | 68.3%-10.9pp | 67.7%-10.3pp | 68.1%-10.7pp |
| Annual return | 11.98% | 83.66%-71.7pp | 55.03%-43.1pp | 41.64%-29.7pp |
| Employer contribution / active EE | $1,200 | $824+45.6% | $1,523-21.2% | $2,551-53.0% |
| Participant deferral / active EE | $2,540 | $1,707+48.8% | $2,778-8.6% | $4,139-38.6% |
| Admin fee / account holder | $24,778 | $2,946+741.2% | $4,260+481.7% | $7,234+242.5% |