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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 | $86,415 | $29,319+194.7% | $52,425+64.8% | $82,448+4.8% |
| Participation rate | 9.7% | 46.9%-37.2pp | 55.6%-45.9pp | 68.1%-58.4pp |
| Annual return | 10.96% | 535.20%-524.2pp | 302.12%-291.2pp | 41.64%-30.7pp |
| Employer contribution / active EE | $518 | $586-11.6% | $914-43.3% | $2,551-79.7% |
| Participant deferral / active EE | $848 | $1,171-27.6% | $1,790-52.7% | $4,139-79.5% |
| Admin fee / account holder | $1,436 | $1,962-26.8% | $2,495-42.4% | $7,234-80.1% |