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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 | $85,484 | $55,446+54.2% | $155,574-45.1% | $74,429+14.9% |
| Participation rate | 20.4% | 61.9%-41.5pp | 78.2%-57.8pp | 67.2%-46.8pp |
| Annual return | 11.07% | 269.20%-258.1pp | 64.87%-53.8pp | 1368.38%-1357.3pp |
| Employer contribution / active EE | $526 | $2,266-76.8% | $4,676-88.7% | $2,625-79.9% |
| Participant deferral / active EE | $1,282 | $2,836-54.8% | $5,629-77.2% | $4,348-70.5% |
| Admin fee / account holder | $2,855 | $1,743+63.8% | $15,914-82.1% | $1,944+46.9% |