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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 | $77,651 | $47,105+64.8% | $68,368+13.6% | $67,986+14.2% |
| Participation rate | 23.1% | 51.8%-28.7pp | 73.8%-50.7pp | 57.2%-34.1pp |
| Annual return | 12.43% | 48.37%-35.9pp | 292.57%-280.1pp | 31.67%-19.2pp |
| Employer contribution / active EE | $372 | $1,859-80.0% | $2,649-86.0% | $2,019-81.6% |
| Participant deferral / active EE | $1,217 | $2,374-48.7% | $4,123-70.5% | $3,358-63.8% |
| Admin fee / account holder | $11,637 | $2,435+377.9% | $5,150+126.0% | $3,203+263.3% |