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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 | $90,680 | $27,924+224.7% | $58,544+54.9% | $75,181+20.6% |
| Participation rate | 35.1% | 38.8%-3.7pp | 50.9%-15.7pp | 67.2%-32.1pp |
| Annual return | 12.92% | 44.20%-31.3pp | 4249.56%-4236.6pp | 160.69%-147.8pp |
| Employer contribution / active EE | $792 | $669+18.4% | $1,053-24.8% | $2,671-70.3% |
| Participant deferral / active EE | $1,882 | $1,202+56.6% | $1,923-2.2% | $4,126-54.4% |
| Admin fee / account holder | $3,203 | $1,726+85.5% | $2,520+27.1% | $5,650-43.3% |