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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 | $76,560 | $58,258+31.4% | $81,820-6.4% | $80,925-5.4% |
| Participation rate | 43.1% | 63.5%-20.4pp | 72.4%-29.3pp | 67.7%-24.6pp |
| Annual return | 8.62% | 41.76%-33.1pp | 777.93%-769.3pp | 35.65%-27.0pp |
| Employer contribution / active EE | $1,084 | $2,345-53.8% | $2,915-62.8% | $2,756-60.7% |
| Participant deferral / active EE | $2,069 | $3,284-37.0% | $4,323-52.1% | $4,299-51.9% |
| Admin fee / account holder | $1,926 | $4,976-61.3% | $7,391-73.9% | $6,940-72.2% |