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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 | $50,554+47.8% | $67,681+10.4% | $87,485-14.6% |
| Participation rate | 43.2% | 67.7%-24.5pp | 73.7%-30.5pp | 68.9%-25.7pp |
| Annual return | 10.05% | 17.81%-7.8pp | 590.58%-580.5pp | 26.06%-16.0pp |
| Employer contribution / active EE | $618 | $1,988-68.9% | $2,678-76.9% | $2,596-76.2% |
| Participant deferral / active EE | $2,253 | $2,961-23.9% | $3,976-43.3% | $4,274-47.3% |
| Admin fee / account holder | $1,816 | $4,132-56.1% | $6,100-70.2% | $7,775-76.6% |