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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 | $77,791 | $52,507+48.2% | $129,406-39.9% | $74,478+4.4% |
| Participation rate | 35.8% | 53.9%-18.1pp | 69.6%-33.8pp | 67.2%-31.4pp |
| Annual return | 11.19% | 15.64%-4.4pp | 9468.18%-9457.0pp | 1370.56%-1359.4pp |
| Employer contribution / active EE | $820 | $1,534-46.6% | $4,155-80.3% | $2,626-68.8% |
| Participant deferral / active EE | $2,017 | $2,801-28.0% | $4,167-51.6% | $4,350-53.6% |
| Admin fee / account holder | $4,616 | $2,639+74.9% | $7,689-40.0% | $1,946+137.2% |