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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 | $80,643 | $27,936+188.7% | $58,561+37.7% | $75,173+7.3% |
| Participation rate | 22.2% | 38.8%-16.6pp | 50.9%-28.6pp | 67.2%-45.0pp |
| Annual return | 13.78% | 44.21%-30.4pp | 4251.33%-4237.5pp | 160.72%-146.9pp |
| Employer contribution / active EE | $533 | $670-20.4% | $1,053-49.4% | $2,671-80.0% |
| Participant deferral / active EE | $2,176 | $1,202+81.1% | $1,923+13.2% | $4,126-47.3% |
| Admin fee / account holder | $6,322 | $1,727+266.1% | $2,520+150.8% | $5,651+11.9% |