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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 | $74,521 | $72,071+3.4% | $68,368+9.0% | $137,256-45.7% |
| Participation rate | 46.2% | 76.2%-30.1pp | 73.8%-27.6pp | 80.0%-33.8pp |
| Annual return | 11.84% | 353.14%-341.3pp | 292.57%-280.7pp | 220.34%-208.5pp |
| Employer contribution / active EE | $599 | $2,788-78.5% | $2,649-77.4% | $4,156-85.6% |
| Participant deferral / active EE | $2,060 | $4,410-53.3% | $4,123-50.0% | $6,407-67.8% |
| Admin fee / account holder | $1,036 | $5,336-80.6% | $5,150-79.9% | $12,270-91.6% |