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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 | $67,503 | $67,823-0.5% | $52,425+28.8% | $137,256-50.8% |
| Participation rate | 33.3% | 63.9%-30.6pp | 55.6%-22.3pp | 80.0%-46.6pp |
| Annual return | 2.67% | 219.11%-216.4pp | 302.12%-299.4pp | 220.34%-217.7pp |
| Employer contribution / active EE | $830 | $1,163-28.6% | $914-9.2% | $4,156-80.0% |
| Participant deferral / active EE | $2,838 | $2,288+24.0% | $1,790+58.5% | $6,407-55.7% |
| Admin fee / account holder | $4,306 | $2,844+51.4% | $2,495+72.6% | $12,270-64.9% |