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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 | $89,850 | $28,624+213.9% | $53,647+67.5% | $82,637+8.7% |
| Participation rate | 28.1% | 47.3%-19.2pp | 56.3%-28.2pp | 68.1%-40.0pp |
| Annual return | 10.11% | 664.98%-654.9pp | 358.33%-348.2pp | 53.51%-43.4pp |
| Employer contribution / active EE | $517 | $637-18.8% | $962-46.3% | $2,552-79.8% |
| Participant deferral / active EE | $1,327 | $1,196+10.9% | $1,813-26.8% | $4,126-67.8% |
| Admin fee / account holder | $9,146 | $2,022+352.4% | $2,460+271.8% | $7,339+24.6% |