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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 | $85,277 | $60,128+41.8% | $90,440-5.7% | $79,852+6.8% |
| Participation rate | 22.1% | 65.0%-42.9pp | 72.7%-50.6pp | 69.6%-47.5pp |
| Annual return | 0.83% | 71.95%-71.1pp | 1294.38%-1293.5pp | 31.72%-30.9pp |
| Employer contribution / active EE | $680 | $2,068-67.1% | $3,263-79.2% | $2,471-72.5% |
| Participant deferral / active EE | $1,154 | $2,939-60.7% | $3,964-70.9% | $3,740-69.2% |
| Admin fee / account holder | $3,850 | $3,977-3.2% | $5,615-31.4% | $5,306-27.4% |