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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 | $29,733+129.2% | $56,025+21.6% | $80,959-15.8% |
| Participation rate | 25.9% | 41.7%-15.9pp | 52.5%-26.6pp | 67.7%-41.8pp |
| Annual return | 10.50% | 35.28%-24.8pp | 1712.69%-1702.2pp | 35.67%-25.2pp |
| Employer contribution / active EE | $512 | $672-23.8% | $1,042-50.9% | $2,757-81.4% |
| Participant deferral / active EE | $1,131 | $1,229-8.0% | $1,955-42.1% | $4,300-73.7% |
| Admin fee / account holder | $1,207 | $2,434-50.4% | $2,828-57.3% | $6,925-82.6% |