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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 | $58,258+32.4% | $81,820-5.7% | $80,925-4.7% |
| Participation rate | 20.0% | 63.5%-43.5pp | 72.4%-52.4pp | 67.7%-47.7pp |
| Annual return | 10.64% | 41.76%-31.1pp | 777.93%-767.3pp | 35.65%-25.0pp |
| Employer contribution / active EE | $292 | $2,345-87.6% | $2,915-90.0% | $2,756-89.4% |
| Participant deferral / active EE | $1,958 | $3,284-40.4% | $4,323-54.7% | $4,299-54.4% |
| Admin fee / account holder | $1,737 | $4,976-65.1% | $7,391-76.5% | $6,940-75.0% |