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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 | $74,244 | $93,346-20.5% | $71,796+3.4% | $273,972-72.9% |
| Participation rate | 33.3% | 76.5%-43.2pp | 69.1%-35.8pp | 83.0%-49.7pp |
| Annual return | -0.02% | 130.39%-130.4pp | 78.04%-78.1pp | 41.46%-41.5pp |
| Employer contribution / active EE | $383 | $2,733-86.0% | $1,924-80.1% | $4,869-92.1% |
| Participant deferral / active EE | $900 | $3,475-74.1% | $2,794-67.8% | $5,287-83.0% |
| Admin fee / account holder | $2,166 | $6,571-67.0% | $4,815-55.0% | $10,133-78.6% |