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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 | $75,517 | $49,976+51.1% | $66,674+13.3% | $82,637-8.6% |
| Participation rate | 35.1% | 63.1%-28.0pp | 73.7%-38.5pp | 68.1%-32.9pp |
| Annual return | 13.32% | 39.09%-25.8pp | 321.24%-307.9pp | 53.51%-40.2pp |
| Employer contribution / active EE | $379 | $1,988-81.0% | $2,620-85.6% | $2,552-85.2% |
| Participant deferral / active EE | $1,469 | $2,847-48.4% | $4,084-64.0% | $4,126-64.4% |
| Admin fee / account holder | $4,269 | $4,594-7.1% | $5,098-16.3% | $7,339-41.8% |