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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 | $36,345 | $22,602+60.8% | $65,566-44.6% | $75,173-51.7% |
| Participation rate | 17.8% | 63.1%-45.3pp | 64.9%-47.2pp | 67.2%-49.4pp |
| Annual return | 13.13% | 71.13%-58.0pp | 47.40%-34.3pp | 160.72%-147.6pp |
| Employer contribution / active EE | $569 | $941-39.5% | $1,692-66.4% | $2,671-78.7% |
| Participant deferral / active EE | $829 | $1,695-51.1% | $2,832-70.7% | $4,126-79.9% |
| Admin fee / account holder | $3,018 | $1,877+60.7% | $4,114-26.7% | $5,651-46.6% |