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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 | $60,676 | $36,595+65.8% | $88,179-31.2% | $71,012-14.6% |
| Participation rate | 18.6% | 29.2%-10.5pp | 69.1%-50.5pp | 58.6%-39.9pp |
| Annual return | 11.14% | 61.46%-50.3pp | 64.97%-53.8pp | 37.67%-26.5pp |
| Employer contribution / active EE | $157 | $787-80.1% | $2,549-93.8% | $2,348-93.3% |
| Participant deferral / active EE | $890 | $1,195-25.5% | $4,614-80.7% | $3,246-72.6% |
| Admin fee / account holder | $3,082 | $2,755+11.9% | $7,673-59.8% | $1,167+164.1% |