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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 | $71,022 | $99,652-28.7% | $78,778-9.8% | $147,586-51.9% |
| Participation rate | 45.5% | 76.2%-30.8pp | 69.2%-23.7pp | 82.8%-37.4pp |
| Annual return | 2.65% | 47.28%-44.6pp | 35.62%-33.0pp | 578.59%-575.9pp |
| Employer contribution / active EE | $439 | $2,796-84.3% | $1,986-77.9% | $4,876-91.0% |
| Participant deferral / active EE | $840 | $3,664-77.1% | $2,958-71.6% | $5,439-84.6% |
| Admin fee / account holder | $1,390 | $7,155-80.6% | $5,134-72.9% | $10,886-87.2% |