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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 | $74,268 | $45,126+64.6% | $85,187-12.8% | $74,459-0.3% |
| Participation rate | 13.6% | 49.4%-35.8pp | 67.5%-53.9pp | 67.2%-53.6pp |
| Annual return | 9.99% | 26.30%-16.3pp | 66.67%-56.7pp | 1369.70%-1359.7pp |
| Employer contribution / active EE | $465 | $1,460-68.2% | $2,732-83.0% | $2,626-82.3% |
| Participant deferral / active EE | $974 | $2,738-64.4% | $4,525-78.5% | $4,350-77.6% |
| Admin fee / account holder | $1,739 | $2,212-21.4% | $6,162-71.8% | $1,945-10.6% |