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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 | $72,726 | $58,311+24.7% | $81,882-11.2% | $80,959-10.2% |
| Participation rate | 35.9% | 63.5%-27.6pp | 72.4%-36.5pp | 67.7%-31.8pp |
| Annual return | 8.51% | 41.85%-33.3pp | 779.47%-771.0pp | 35.67%-27.2pp |
| Employer contribution / active EE | $832 | $2,347-64.6% | $2,916-71.5% | $2,757-69.8% |
| Participant deferral / active EE | $1,176 | $3,287-64.2% | $4,323-72.8% | $4,300-72.7% |
| Admin fee / account holder | $4,518 | $4,752-4.9% | $7,360-38.6% | $6,925-34.8% |