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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 | $68,153 | $29,716+129.4% | $56,077+21.5% | $80,925-15.8% |
| Participation rate | 25.9% | 41.7%-15.8pp | 52.5%-26.6pp | 67.7%-41.8pp |
| Annual return | 10.50% | 35.30%-24.8pp | 1709.28%-1698.8pp | 35.65%-25.2pp |
| Employer contribution / active EE | $512 | $671-23.7% | $1,040-50.8% | $2,756-81.4% |
| Participant deferral / active EE | $1,131 | $1,228-7.9% | $1,954-42.1% | $4,299-73.7% |
| Admin fee / account holder | $1,207 | $2,432-50.4% | $2,825-57.3% | $6,940-82.6% |