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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 | $64,969 | $51,638+25.8% | $68,368-5.0% | $82,448-21.2% |
| Participation rate | 10.0% | 63.6%-53.6pp | 73.8%-63.8pp | 68.1%-58.1pp |
| Annual return | 11.81% | 37.53%-25.7pp | 292.57%-280.8pp | 41.64%-29.8pp |
| Employer contribution / active EE | $286 | $2,047-86.0% | $2,649-89.2% | $2,551-88.8% |
| Participant deferral / active EE | $778 | $2,914-73.3% | $4,123-81.1% | $4,139-81.2% |
| Admin fee / account holder | $4,197 | $4,643-9.6% | $5,150-18.5% | $7,234-42.0% |