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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 | $55,754 | $38,460+45.0% | $97,032-42.5% | $65,191-14.5% |
| Participation rate | 10.2% | 23.6%-13.5pp | 71.6%-61.4pp | 63.0%-52.8pp |
| Annual return | 12.55% | 78.38%-65.8pp | 35.38%-22.8pp | 51.24%-38.7pp |
| Employer contribution / active EE | $82 | $532-84.7% | $2,629-96.9% | $2,400-96.6% |
| Participant deferral / active EE | $537 | $957-43.9% | $4,672-88.5% | $2,671-79.9% |
| Admin fee / account holder | $12,772 | $2,414+429.1% | $9,418+35.6% | $907+1308.3% |