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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 | $70,585 | $72,071-2.1% | $68,368+3.2% | $137,256-48.6% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.8%-33.8pp | 80.0%-40.0pp |
| Annual return | 9.80% | 353.14%-343.3pp | 292.57%-282.8pp | 220.34%-210.5pp |
| Employer contribution / active EE | $725 | $2,788-74.0% | $2,649-72.6% | $4,156-82.6% |
| Participant deferral / active EE | $5,294 | $4,410+20.0% | $4,123+28.4% | $6,407-17.4% |
| Admin fee / account holder | $4,699 | $5,336-11.9% | $5,150-8.8% | $12,270-61.7% |