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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 | $58,275+34.9% | $81,844-3.9% | $80,935-2.9% |
| Participation rate | 37.5% | 63.5%-26.0pp | 72.4%-34.9pp | 67.7%-30.2pp |
| Annual return | 10.52% | 41.82%-31.3pp | 778.87%-768.3pp | 35.66%-25.1pp |
| Employer contribution / active EE | $757 | $2,346-67.7% | $2,916-74.1% | $2,757-72.6% |
| Participant deferral / active EE | $1,885 | $3,285-42.6% | $4,323-56.4% | $4,299-56.1% |
| Admin fee / account holder | $529 | $4,749-88.9% | $7,355-92.8% | $6,924-92.4% |