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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 | $74,720 | $47,479+57.4% | $62,929+18.7% | $82,448-9.4% |
| Participation rate | 43.2% | 66.9%-23.7pp | 73.1%-29.9pp | 68.1%-24.9pp |
| Annual return | 10.05% | 20.34%-10.3pp | 1063.93%-1053.9pp | 41.64%-31.6pp |
| Employer contribution / active EE | $618 | $1,885-67.2% | $2,505-75.3% | $2,551-75.8% |
| Participant deferral / active EE | $2,253 | $2,870-21.5% | $3,888-42.1% | $4,139-45.6% |
| Admin fee / account holder | $1,816 | $3,804-52.3% | $5,065-64.2% | $7,234-74.9% |