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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 | $73,253 | $88,815-17.5% | $81,882-10.5% | $145,897-49.8% |
| Participation rate | 26.1% | 75.1%-49.0pp | 72.4%-46.3pp | 80.3%-54.2pp |
| Annual return | 7.12% | 1033.75%-1026.6pp | 779.47%-772.4pp | 552.29%-545.2pp |
| Employer contribution / active EE | $733 | $3,086-76.3% | $2,916-74.9% | $4,663-84.3% |
| Participant deferral / active EE | $2,793 | $4,647-39.9% | $4,323-35.4% | $6,689-58.2% |
| Admin fee / account holder | $1,137 | $8,434-86.5% | $7,360-84.6% | $13,390-91.5% |