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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 | $58,234+24.9% | $81,783-11.1% | $80,874-10.1% |
| Participation rate | 35.9% | 63.4%-27.5pp | 72.4%-36.5pp | 67.6%-31.7pp |
| Annual return | 8.51% | 41.70%-33.2pp | 775.05%-766.5pp | 35.62%-27.1pp |
| Employer contribution / active EE | $832 | $2,341-64.5% | $2,913-71.4% | $2,756-69.8% |
| Participant deferral / active EE | $1,176 | $3,283-64.2% | $4,320-72.8% | $4,297-72.6% |
| Admin fee / account holder | $4,518 | $4,982-9.3% | $7,380-38.8% | $6,935-34.9% |