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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 | $75,669 | $99,652-24.1% | $78,778-3.9% | $147,586-48.7% |
| Participation rate | 33.3% | 76.2%-42.9pp | 69.2%-35.9pp | 82.8%-49.5pp |
| Annual return | 3.36% | 47.28%-43.9pp | 35.62%-32.3pp | 578.59%-575.2pp |
| Employer contribution / active EE | $497 | $2,796-82.2% | $1,986-75.0% | $4,876-89.8% |
| Participant deferral / active EE | $1,756 | $3,664-52.1% | $2,958-40.6% | $5,439-67.7% |
| Admin fee / account holder | $13,093 | $7,155+83.0% | $5,134+155.0% | $10,886+20.3% |