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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 | $58,234+35.5% | $81,783-3.5% | $80,874-2.4% |
| Participation rate | 22.2% | 63.4%-41.2pp | 72.4%-50.1pp | 67.6%-45.4pp |
| Annual return | 10.54% | 41.70%-31.2pp | 775.05%-764.5pp | 35.62%-25.1pp |
| Employer contribution / active EE | $566 | $2,341-75.8% | $2,913-80.6% | $2,756-79.4% |
| Participant deferral / active EE | $2,062 | $3,283-37.2% | $4,320-52.3% | $4,297-52.0% |
| Admin fee / account holder | $1,456 | $4,982-70.8% | $7,380-80.3% | $6,935-79.0% |