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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 | $81,242 | $29,716+173.4% | $56,077+44.9% | $80,925+0.4% |
| Participation rate | 24.5% | 41.7%-17.2pp | 52.5%-28.0pp | 67.7%-43.1pp |
| Annual return | 8.67% | 35.30%-26.6pp | 1709.28%-1700.6pp | 35.65%-27.0pp |
| Employer contribution / active EE | $346 | $671-48.5% | $1,040-66.8% | $2,756-87.5% |
| Participant deferral / active EE | $851 | $1,228-30.7% | $1,954-56.5% | $4,299-80.2% |
| Admin fee / account holder | $3,995 | $2,432+64.3% | $2,825+41.4% | $6,940-42.4% |