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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 | $73,159 | $48,277+51.5% | $67,511+8.4% | $80,874-9.5% |
| Participation rate | 42.6% | 66.4%-23.8pp | 72.9%-30.3pp | 67.6%-25.1pp |
| Annual return | 10.72% | 18.27%-7.5pp | 3517.41%-3506.7pp | 35.62%-24.9pp |
| Employer contribution / active EE | $982 | $2,021-51.4% | $2,733-64.1% | $2,756-64.4% |
| Participant deferral / active EE | $2,670 | $2,926-8.8% | $4,000-33.3% | $4,297-37.9% |
| Admin fee / account holder | $1,284 | $3,687-65.2% | $3,999-67.9% | $6,935-81.5% |