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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 | $29,667+173.8% | $56,441+43.9% | $80,874+0.5% |
| Participation rate | 24.5% | 41.7%-17.1pp | 52.5%-28.0pp | 67.6%-43.1pp |
| Annual return | 8.67% | 35.22%-26.6pp | 1704.21%-1695.5pp | 35.62%-26.9pp |
| Employer contribution / active EE | $346 | $669-48.4% | $1,039-66.7% | $2,756-87.5% |
| Participant deferral / active EE | $851 | $1,227-30.6% | $1,953-56.4% | $4,297-80.2% |
| Admin fee / account holder | $3,995 | $2,429+64.5% | $2,829+41.2% | $6,935-42.4% |