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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 | $82,694 | $67,823+21.9% | $52,425+57.7% | $137,256-39.8% |
| Participation rate | 54.5% | 63.9%-9.4pp | 55.6%-1.1pp | 80.0%-25.4pp |
| Annual return | 7.25% | 219.11%-211.9pp | 302.12%-294.9pp | 220.34%-213.1pp |
| Employer contribution / active EE | $725 | $1,163-37.6% | $914-20.7% | $4,156-82.5% |
| Participant deferral / active EE | $1,675 | $2,288-26.8% | $1,790-6.4% | $6,407-73.9% |
| Admin fee / account holder | $8,043 | $2,844+182.8% | $2,495+222.4% | $12,270-34.5% |