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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 | $75,920 | $28,624+165.2% | $53,647+41.5% | $82,637-8.1% |
| Participation rate | 17.6% | 47.3%-29.6pp | 56.3%-38.6pp | 68.1%-50.4pp |
| Annual return | 6.72% | 664.98%-658.3pp | 358.33%-351.6pp | 53.51%-46.8pp |
| Employer contribution / active EE | $366 | $637-42.6% | $962-62.0% | $2,552-85.7% |
| Participant deferral / active EE | $474 | $1,196-60.4% | $1,813-73.9% | $4,126-88.5% |
| Admin fee / account holder | $28,225 | $2,022+1296.1% | $2,460+1047.4% | $7,339+284.6% |