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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 | $70,486 | $51,638+36.5% | $68,368+3.1% | $82,448-14.5% |
| Participation rate | 53.8% | 63.6%-9.8pp | 73.8%-19.9pp | 68.1%-14.2pp |
| Annual return | 9.19% | 37.53%-28.3pp | 292.57%-283.4pp | 41.64%-32.4pp |
| Employer contribution / active EE | $467 | $2,047-77.2% | $2,649-82.4% | $2,551-81.7% |
| Participant deferral / active EE | $1,968 | $2,914-32.4% | $4,123-52.3% | $4,139-52.4% |
| Admin fee / account holder | $2,855 | $4,643-38.5% | $5,150-44.6% | $7,234-60.5% |