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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 | $78,582 | $49,897+57.5% | $80,648-2.6% | $75,177+4.5% |
| Participation rate | 21.2% | 55.3%-34.1pp | 67.0%-45.8pp | 67.2%-46.0pp |
| Annual return | 10.08% | 34.68%-24.6pp | 937.21%-927.1pp | 160.75%-150.7pp |
| Employer contribution / active EE | $620 | $1,699-63.5% | $2,724-77.2% | $2,671-76.8% |
| Participant deferral / active EE | $1,434 | $2,992-52.1% | $4,443-67.7% | $4,126-65.2% |
| Admin fee / account holder | $2,315 | $3,579-35.3% | $5,382-57.0% | $5,651-59.0% |