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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 | $77,384 | $29,051+166.4% | $52,425+47.6% | $67,986+13.8% |
| Participation rate | 36.9% | 30.4%+6.5pp | 55.6%-18.7pp | 57.2%-20.3pp |
| Annual return | 12.83% | 24.00%-11.2pp | 302.12%-289.3pp | 31.67%-18.8pp |
| Employer contribution / active EE | $613 | $412+48.9% | $914-32.9% | $2,019-69.6% |
| Participant deferral / active EE | $1,847 | $873+111.5% | $1,790+3.1% | $3,358-45.0% |
| Admin fee / account holder | $9,858 | $2,113+366.6% | $2,495+295.1% | $3,203+207.7% |