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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 | $87,259 | $56,431+54.6% | $130,788-33.3% | $87,485-0.3% |
| Participation rate | 29.4% | 58.9%-29.5pp | 70.1%-40.7pp | 68.9%-39.5pp |
| Annual return | 10.53% | 91.27%-80.7pp | 386.44%-375.9pp | 26.06%-15.5pp |
| Employer contribution / active EE | $837 | $1,549-46.0% | $3,558-76.5% | $2,596-67.8% |
| Participant deferral / active EE | $1,722 | $2,749-37.4% | $4,137-58.4% | $4,274-59.7% |
| Admin fee / account holder | $2,533 | $4,433-42.9% | $6,673-62.0% | $7,775-67.4% |