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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 | $66,397 | $29,319+126.5% | $52,425+26.7% | $82,448-19.5% |
| Participation rate | 43.8% | 46.9%-3.1pp | 55.6%-11.9pp | 68.1%-24.3pp |
| Annual return | 9.20% | 535.20%-526.0pp | 302.12%-292.9pp | 41.64%-32.4pp |
| Employer contribution / active EE | $220 | $586-62.5% | $914-76.0% | $2,551-91.4% |
| Participant deferral / active EE | $1,409 | $1,171+20.3% | $1,790-21.3% | $4,139-66.0% |
| Admin fee / account holder | $2,796 | $1,962+42.5% | $2,495+12.1% | $7,234-61.4% |