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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 | $82,795 | $49,881+66.0% | $80,589+2.7% | $75,173+10.1% |
| Participation rate | 34.7% | 55.3%-20.7pp | 67.0%-32.3pp | 67.2%-32.5pp |
| Annual return | 12.49% | 34.68%-22.2pp | 935.83%-923.3pp | 160.65%-148.2pp |
| Employer contribution / active EE | $724 | $1,698-57.4% | $2,724-73.4% | $2,670-72.9% |
| Participant deferral / active EE | $2,645 | $2,991-11.6% | $4,449-40.5% | $4,126-35.9% |
| Admin fee / account holder | $3,469 | $3,577-3.0% | $5,379-35.5% | $5,651-38.6% |