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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 | $78,766 | $28,624+175.2% | $53,647+46.8% | $82,637-4.7% |
| Participation rate | 20.5% | 47.3%-26.8pp | 56.3%-35.8pp | 68.1%-47.6pp |
| Annual return | 14.51% | 664.98%-650.5pp | 358.33%-343.8pp | 53.51%-39.0pp |
| Employer contribution / active EE | $704 | $637+10.6% | $962-26.8% | $2,552-72.4% |
| Participant deferral / active EE | $1,329 | $1,196+11.1% | $1,813-26.7% | $4,126-67.8% |
| Admin fee / account holder | $4,436 | $2,022+119.4% | $2,460+80.3% | $7,339-39.6% |