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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 | $75,461 | $51,638+46.1% | $68,368+10.4% | $82,448-8.5% |
| Participation rate | 58.1% | 63.6%-5.5pp | 73.8%-15.7pp | 68.1%-10.0pp |
| Annual return | 12.76% | 37.53%-24.8pp | 292.57%-279.8pp | 41.64%-28.9pp |
| Employer contribution / active EE | $920 | $2,047-55.1% | $2,649-65.3% | $2,551-63.9% |
| Participant deferral / active EE | $1,941 | $2,914-33.4% | $4,123-52.9% | $4,139-53.1% |
| Admin fee / account holder | $1,349 | $4,643-70.9% | $5,150-73.8% | $7,234-81.4% |