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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 | $78,916 | $58,258+35.5% | $81,820-3.5% | $80,925-2.5% |
| Participation rate | 22.2% | 63.5%-41.2pp | 72.4%-50.2pp | 67.7%-45.4pp |
| Annual return | 10.54% | 41.76%-31.2pp | 777.93%-767.4pp | 35.65%-25.1pp |
| Employer contribution / active EE | $566 | $2,345-75.9% | $2,915-80.6% | $2,756-79.5% |
| Participant deferral / active EE | $2,062 | $3,284-37.2% | $4,323-52.3% | $4,299-52.0% |
| Admin fee / account holder | $1,456 | $4,976-70.7% | $7,391-80.3% | $6,940-79.0% |