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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 | $81,234 | $58,264+39.4% | $86,617-6.2% | $71,495+13.6% |
| Participation rate | 32.6% | 65.0%-32.4pp | 71.7%-39.1pp | 67.9%-35.3pp |
| Annual return | 11.52% | 21.63%-10.1pp | 591.91%-580.4pp | 28.85%-17.3pp |
| Employer contribution / active EE | $843 | $2,574-67.2% | $3,023-72.1% | $2,589-67.4% |
| Participant deferral / active EE | $1,902 | $3,436-44.7% | $4,437-57.1% | $4,291-55.7% |
| Admin fee / account holder | $18,345 | $1,057+1635.4% | $5,613+226.8% | $1,588+1055.4% |