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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 | $62,035 | $29,319+111.6% | $52,425+18.3% | $82,448-24.8% |
| Participation rate | 8.6% | 46.9%-38.3pp | 55.6%-47.1pp | 68.1%-59.5pp |
| Annual return | 12.46% | 535.20%-522.7pp | 302.12%-289.7pp | 41.64%-29.2pp |
| Employer contribution / active EE | $249 | $586-57.5% | $914-72.7% | $2,551-90.2% |
| Participant deferral / active EE | $711 | $1,171-39.3% | $1,790-60.3% | $4,139-82.8% |
| Admin fee / account holder | $1,638 | $1,962-16.5% | $2,495-34.3% | $7,234-77.4% |