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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 | $89,751 | $28,624+213.6% | $53,647+67.3% | $82,637+8.6% |
| Participation rate | 22.5% | 47.3%-24.8pp | 56.3%-33.8pp | 68.1%-45.6pp |
| Annual return | 13.57% | 664.98%-651.4pp | 358.33%-344.8pp | 53.51%-39.9pp |
| Employer contribution / active EE | $701 | $637+10.2% | $962-27.1% | $2,552-72.5% |
| Participant deferral / active EE | $1,564 | $1,196+30.7% | $1,813-13.8% | $4,126-62.1% |
| Admin fee / account holder | $3,932 | $2,022+94.5% | $2,460+59.8% | $7,339-46.4% |