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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 | $94,553 | $31,105+204.0% | $53,647+76.3% | $64,097+47.5% |
| Participation rate | 28.0% | 30.7%-2.7pp | 56.3%-28.3pp | 55.2%-27.2pp |
| Annual return | 13.19% | 22.54%-9.4pp | 358.33%-345.1pp | 34.64%-21.5pp |
| Employer contribution / active EE | $461 | $441+4.5% | $962-52.1% | $1,891-75.6% |
| Participant deferral / active EE | $1,733 | $896+93.4% | $1,813-4.4% | $3,080-43.7% |
| Admin fee / account holder | $517 | $2,195-76.4% | $2,460-79.0% | $3,454-85.0% |