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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 | $66,028 | $53,127+24.3% | $86,587-23.7% | $70,131-5.9% |
| Participation rate | 23.1% | 65.3%-42.2pp | 73.5%-50.5pp | 69.5%-46.5pp |
| Annual return | 8.26% | 27.66%-19.4pp | 964.86%-956.6pp | 73.14%-64.9pp |
| Employer contribution / active EE | $854 | $2,068-58.7% | $2,839-69.9% | $2,342-63.5% |
| Participant deferral / active EE | $1,314 | $2,696-51.2% | $3,609-63.6% | $3,332-60.6% |
| Admin fee / account holder | $63,780 | $3,585+1678.9% | $4,906+1200.1% | $4,645+1273.0% |