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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 | $82,655 | $56,134+47.2% | $96,171-14.1% | $85,847-3.7% |
| Participation rate | 23.3% | 56.7%-33.5pp | 68.4%-45.2pp | 69.3%-46.1pp |
| Annual return | 8.40% | 42.30%-33.9pp | 192.04%-183.6pp | 318.61%-310.2pp |
| Employer contribution / active EE | $559 | $1,620-65.5% | $2,799-80.0% | $2,565-78.2% |
| Participant deferral / active EE | $1,651 | $2,858-42.2% | $4,350-62.0% | $3,952-58.2% |
| Admin fee / account holder | $3,109 | $3,769-17.5% | $5,538-43.9% | $6,261-50.3% |