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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 | $80,782 | $72,426+11.5% | $67,560+19.6% | $145,897-44.6% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 6.55% | 7226.78%-7220.2pp | 3533.50%-3526.9pp | 552.29%-545.7pp |
| Employer contribution / active EE | $1,448 | $3,074-52.9% | $2,737-47.1% | $4,663-68.9% |
| Participant deferral / active EE | $955 | $4,785-80.1% | $4,004-76.2% | $6,689-85.7% |
| Admin fee / account holder | $3,912 | $5,514-29.1% | $3,994-2.1% | $13,390-70.8% |