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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 | $70,366+7.5% | $66,674+13.4% | $138,895-45.6% |
| Participation rate | 28.6% | 76.2%-47.6pp | 73.7%-45.1pp | 79.9%-51.3pp |
| Annual return | 8.99% | 386.41%-377.4pp | 321.24%-312.3pp | 145.39%-136.4pp |
| Employer contribution / active EE | $822 | $2,765-70.3% | $2,620-68.6% | $4,194-80.4% |
| Participant deferral / active EE | $1,139 | $4,374-74.0% | $4,084-72.1% | $6,396-82.2% |
| Admin fee / account holder | $126,285 | $5,262+2299.7% | $5,098+2377.1% | $12,562+905.3% |