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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 | $86,503 | $70,366+22.9% | $66,674+29.7% | $138,895-37.7% |
| Participation rate | 33.3% | 76.2%-42.8pp | 73.7%-40.3pp | 79.9%-46.6pp |
| Annual return | 13.18% | 386.41%-373.2pp | 321.24%-308.1pp | 145.39%-132.2pp |
| Employer contribution / active EE | $546 | $2,765-80.3% | $2,620-79.2% | $4,194-87.0% |
| Participant deferral / active EE | $1,515 | $4,374-65.4% | $4,084-62.9% | $6,396-76.3% |
| Admin fee / account holder | $17,058 | $5,262+224.1% | $5,098+234.6% | $12,562+35.8% |