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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 | $78,386 | $24,811+215.9% | $69,701+12.5% | $74,546+5.2% |
| Participation rate | 22.3% | 63.5%-41.2pp | 66.4%-44.1pp | 67.2%-44.9pp |
| Annual return | 11.53% | 18.53%-7.0pp | 100.32%-88.8pp | 1366.03%-1354.5pp |
| Employer contribution / active EE | $856 | $1,003-14.6% | $1,713-50.0% | $2,624-67.4% |
| Participant deferral / active EE | $1,857 | $1,904-2.5% | $2,887-35.7% | $4,347-57.3% |
| Admin fee / account holder | $5,593 | $1,898+194.7% | $4,717+18.6% | $1,944+187.8% |