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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 | $67,746 | $29,319+131.1% | $52,425+29.2% | $82,448-17.8% |
| Participation rate | 35.0% | 46.9%-11.9pp | 55.6%-20.6pp | 68.1%-33.1pp |
| Annual return | 12.75% | 535.20%-522.5pp | 302.12%-289.4pp | 41.64%-28.9pp |
| Employer contribution / active EE | $264 | $586-55.0% | $914-71.1% | $2,551-89.6% |
| Participant deferral / active EE | $901 | $1,171-23.1% | $1,790-49.7% | $4,139-78.2% |
| Admin fee / account holder | $4,492 | $1,962+128.9% | $2,495+80.1% | $7,234-37.9% |