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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 | $75,620 | $72,071+4.9% | $68,368+10.6% | $137,256-44.9% |
| Participation rate | 28.6% | 76.2%-47.7pp | 73.8%-45.2pp | 80.0%-51.4pp |
| Annual return | 8.99% | 353.14%-344.2pp | 292.57%-283.6pp | 220.34%-211.4pp |
| Employer contribution / active EE | $822 | $2,788-70.5% | $2,649-69.0% | $4,156-80.2% |
| Participant deferral / active EE | $1,139 | $4,410-74.2% | $4,123-72.4% | $6,407-82.2% |
| Admin fee / account holder | $126,285 | $5,336+2266.9% | $5,150+2352.2% | $12,270+929.2% |