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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 | $81,982 | $28,624+186.4% | $53,647+52.8% | $82,637-0.8% |
| Participation rate | 23.1% | 47.3%-24.2pp | 56.3%-33.2pp | 68.1%-45.0pp |
| Annual return | 12.04% | 664.98%-652.9pp | 358.33%-346.3pp | 53.51%-41.5pp |
| Employer contribution / active EE | $401 | $637-37.1% | $962-58.4% | $2,552-84.3% |
| Participant deferral / active EE | $521 | $1,196-56.5% | $1,813-71.3% | $4,126-87.4% |
| Admin fee / account holder | $9,015 | $2,022+345.9% | $2,460+266.5% | $7,339+22.8% |