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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 | $84,983 | $69,248+22.7% | $64,101+32.6% | $139,466-39.1% |
| Participation rate | 47.4% | 75.6%-28.2pp | 72.3%-24.9pp | 80.3%-33.0pp |
| Annual return | 5.14% | 45.95%-40.8pp | 33.72%-28.6pp | 373.66%-368.5pp |
| Employer contribution / active EE | $2,705 | $3,185-15.1% | $2,749-1.6% | $4,754-43.1% |
| Participant deferral / active EE | $2,705 | $4,682-42.2% | $3,881-30.3% | $6,712-59.7% |
| Admin fee / account holder | $2,033 | $4,247-52.1% | $3,070-33.8% | $11,409-82.2% |