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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 | $78,617 | $58,241+35.0% | $81,780-3.9% | $80,911-2.8% |
| Participation rate | 37.5% | 63.4%-25.9pp | 72.4%-34.9pp | 67.6%-30.1pp |
| Annual return | 10.52% | 41.73%-31.2pp | 776.27%-765.7pp | 35.63%-25.1pp |
| Employer contribution / active EE | $757 | $2,343-67.7% | $2,914-74.0% | $2,756-72.5% |
| Participant deferral / active EE | $1,885 | $3,283-42.6% | $4,321-56.4% | $4,297-56.1% |
| Admin fee / account holder | $529 | $4,973-89.4% | $7,384-92.8% | $6,935-92.4% |