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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 | $82,298 | $51,638+59.4% | $68,368+20.4% | $82,448-0.2% |
| Participation rate | 11.4% | 63.6%-52.2pp | 73.8%-62.3pp | 68.1%-56.6pp |
| Annual return | 8.01% | 37.53%-29.5pp | 292.57%-284.6pp | 41.64%-33.6pp |
| Employer contribution / active EE | $306 | $2,047-85.0% | $2,649-88.4% | $2,551-88.0% |
| Participant deferral / active EE | $819 | $2,914-71.9% | $4,123-80.1% | $4,139-80.2% |
| Admin fee / account holder | $89,563 | $4,643+1828.8% | $5,150+1639.1% | $7,234+1138.0% |