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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 | $24,891+214.9% | $69,611+12.6% | $74,429+5.3% |
| Participation rate | 22.3% | 63.4%-41.1pp | 66.4%-44.1pp | 67.2%-44.9pp |
| Annual return | 11.53% | 18.53%-7.0pp | 101.14%-89.6pp | 1368.38%-1356.9pp |
| Employer contribution / active EE | $856 | $1,005-14.8% | $1,709-49.9% | $2,625-67.4% |
| Participant deferral / active EE | $1,857 | $1,908-2.7% | $2,891-35.7% | $4,348-57.3% |
| Admin fee / account holder | $5,593 | $1,904+193.7% | $4,696+19.1% | $1,944+187.7% |