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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 | $73,889 | $99,921-26.1% | $85,009-13.1% | $145,959-49.4% |
| Participation rate | 60.0% | 74.1%-14.1pp | 67.5%-7.5pp | 80.3%-20.3pp |
| Annual return | 4.37% | 83.89%-79.5pp | 66.47%-62.1pp | 561.95%-557.6pp |
| Employer contribution / active EE | $727 | $3,233-77.5% | $2,728-73.3% | $4,661-84.4% |
| Participant deferral / active EE | $2,565 | $5,293-51.5% | $4,522-43.3% | $6,689-61.7% |
| Admin fee / account holder | $48,966 | $7,252+575.2% | $6,153+695.9% | $13,398+265.5% |