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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 | $74,696 | $57,305+30.3% | $86,640-13.8% | $75,173-0.6% |
| Participation rate | 49.2% | 63.2%-14.0pp | 71.7%-22.5pp | 67.2%-18.0pp |
| Annual return | 7.28% | 2674.24%-2667.0pp | 592.52%-585.2pp | 160.72%-153.4pp |
| Employer contribution / active EE | $2,279 | $2,316-1.6% | $3,024-24.6% | $2,671-14.7% |
| Participant deferral / active EE | $3,693 | $3,320+11.3% | $4,438-16.8% | $4,126-10.5% |
| Admin fee / account holder | $6,402 | $4,116+55.5% | $5,616+14.0% | $5,651+13.3% |