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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 | $74,245 | $72,071+3.0% | $68,368+8.6% | $137,256-45.9% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.8%-33.8pp | 80.0%-40.0pp |
| Annual return | 12.39% | 353.14%-340.8pp | 292.57%-280.2pp | 220.34%-207.9pp |
| Employer contribution / active EE | $431 | $2,788-84.6% | $2,649-83.7% | $4,156-89.6% |
| Participant deferral / active EE | $1,399 | $4,410-68.3% | $4,123-66.1% | $6,407-78.2% |
| Admin fee / account holder | $3,441 | $5,336-35.5% | $5,150-33.2% | $12,270-72.0% |