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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 | $82,618 | $28,624+188.6% | $53,647+54.0% | $82,6370% |
| Participation rate | 27.7% | 47.3%-19.6pp | 56.3%-28.6pp | 68.1%-40.4pp |
| Annual return | 8.55% | 664.98%-656.4pp | 358.33%-349.8pp | 53.51%-45.0pp |
| Employer contribution / active EE | $342 | $637-46.3% | $962-64.5% | $2,552-86.6% |
| Participant deferral / active EE | $576 | $1,196-51.8% | $1,813-68.2% | $4,126-86.0% |
| Admin fee / account holder | $1,070 | $2,022-47.1% | $2,460-56.5% | $7,339-85.4% |