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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 | $110,607 | $58,241+89.9% | $81,780+35.2% | $80,911+36.7% |
| Participation rate | 35.9% | 63.4%-27.5pp | 72.4%-36.4pp | 67.6%-31.7pp |
| Annual return | 7.76% | 41.73%-34.0pp | 776.27%-768.5pp | 35.63%-27.9pp |
| Employer contribution / active EE | $658 | $2,343-71.9% | $2,914-77.4% | $2,756-76.1% |
| Participant deferral / active EE | $1,581 | $3,283-51.8% | $4,321-63.4% | $4,297-63.2% |
| Admin fee / account holder | $3,067 | $4,973-38.3% | $7,384-58.5% | $6,935-55.8% |