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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 | $62,516 | $29,319+113.2% | $52,425+19.2% | $82,448-24.2% |
| Participation rate | 25.6% | 46.9%-21.2pp | 55.6%-30.0pp | 68.1%-42.4pp |
| Annual return | 14.16% | 535.20%-521.0pp | 302.12%-288.0pp | 41.64%-27.5pp |
| Employer contribution / active EE | $80 | $586-86.4% | $914-91.3% | $2,551-96.9% |
| Participant deferral / active EE | $965 | $1,171-17.6% | $1,790-46.1% | $4,139-76.7% |
| Admin fee / account holder | $2,336 | $1,962+19.1% | $2,495-6.4% | $7,234-67.7% |