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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 | $76,581 | $58,311+31.3% | $81,882-6.5% | $80,959-5.4% |
| Participation rate | 55.7% | 63.5%-7.7pp | 72.4%-16.6pp | 67.7%-11.9pp |
| Annual return | 8.08% | 41.85%-33.8pp | 779.47%-771.4pp | 35.67%-27.6pp |
| Employer contribution / active EE | $1,583 | $2,347-32.5% | $2,916-45.7% | $2,757-42.6% |
| Participant deferral / active EE | $2,866 | $3,287-12.8% | $4,323-33.7% | $4,300-33.4% |
| Admin fee / account holder | $8,170 | $4,752+71.9% | $7,360+11.0% | $6,925+18.0% |