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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 | $73,346 | $51,631+42.1% | $129,397-43.3% | $80,925-9.4% |
| Participation rate | 34.7% | 56.9%-22.2pp | 69.6%-34.9pp | 67.7%-33.0pp |
| Annual return | 10.87% | 20.77%-9.9pp | 9453.98%-9443.1pp | 35.65%-24.8pp |
| Employer contribution / active EE | $505 | $1,583-68.1% | $4,154-87.9% | $2,756-81.7% |
| Participant deferral / active EE | $1,703 | $2,670-36.2% | $4,167-59.1% | $4,299-60.4% |
| Admin fee / account holder | $5,926 | $4,309+37.5% | $7,679-22.8% | $6,940-14.6% |