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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 | $80,694 | $27,936+188.9% | $58,561+37.8% | $75,173+7.3% |
| Participation rate | 27.9% | 38.8%-11.0pp | 50.9%-23.0pp | 67.2%-39.3pp |
| Annual return | 14.39% | 44.21%-29.8pp | 4251.33%-4236.9pp | 160.72%-146.3pp |
| Employer contribution / active EE | $607 | $670-9.3% | $1,053-42.3% | $2,671-77.3% |
| Participant deferral / active EE | $1,700 | $1,202+41.4% | $1,923-11.6% | $4,126-58.8% |
| Admin fee / account holder | $1,611 | $1,727-6.7% | $2,520-36.1% | $5,651-71.5% |