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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 | $71,264 | $67,823+5.1% | $52,425+35.9% | $137,256-48.1% |
| Participation rate | 30.0% | 63.9%-33.9pp | 55.6%-25.6pp | 80.0%-50.0pp |
| Annual return | 4.56% | 219.11%-214.6pp | 302.12%-297.6pp | 220.34%-215.8pp |
| Employer contribution / active EE | $348 | $1,163-70.1% | $914-61.9% | $4,156-91.6% |
| Participant deferral / active EE | $1,469 | $2,288-35.8% | $1,790-17.9% | $6,407-77.1% |
| Admin fee / account holder | $393 | $2,844-86.2% | $2,495-84.2% | $12,270-96.8% |