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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 | $77,729 | $70,366+10.5% | $66,674+16.6% | $138,895-44.0% |
| Participation rate | 52.6% | 76.2%-23.5pp | 73.7%-21.0pp | 79.9%-27.3pp |
| Annual return | 9.33% | 386.41%-377.1pp | 321.24%-311.9pp | 145.39%-136.1pp |
| Employer contribution / active EE | $913 | $2,765-67.0% | $2,620-65.2% | $4,194-78.2% |
| Participant deferral / active EE | $2,156 | $4,374-50.7% | $4,084-47.2% | $6,396-66.3% |
| Admin fee / account holder | $14,620 | $5,262+177.8% | $5,098+186.8% | $12,562+16.4% |