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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 | $80,406 | $49,976+60.9% | $66,674+20.6% | $82,637-2.7% |
| Participation rate | 17.8% | 63.1%-45.3pp | 73.7%-55.9pp | 68.1%-50.3pp |
| Annual return | 10.31% | 39.09%-28.8pp | 321.24%-310.9pp | 53.51%-43.2pp |
| Employer contribution / active EE | $915 | $1,988-54.0% | $2,620-65.1% | $2,552-64.1% |
| Participant deferral / active EE | $731 | $2,847-74.3% | $4,084-82.1% | $4,126-82.3% |
| Admin fee / account holder | $3,696 | $4,594-19.5% | $5,098-27.5% | $7,339-49.6% |