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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 | $77,140 | $58,311+32.3% | $81,882-5.8% | $80,959-4.7% |
| Participation rate | 20.0% | 63.5%-43.5pp | 72.4%-52.4pp | 67.7%-47.7pp |
| Annual return | 10.64% | 41.85%-31.2pp | 779.47%-768.8pp | 35.67%-25.0pp |
| Employer contribution / active EE | $292 | $2,347-87.6% | $2,916-90.0% | $2,757-89.4% |
| Participant deferral / active EE | $1,958 | $3,287-40.4% | $4,323-54.7% | $4,300-54.5% |
| Admin fee / account holder | $1,737 | $4,752-63.5% | $7,360-76.4% | $6,925-74.9% |