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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 | $75,488 | $47,479+59.0% | $62,929+20.0% | $82,448-8.4% |
| Participation rate | 46.9% | 66.9%-20.0pp | 73.1%-26.2pp | 68.1%-21.2pp |
| Annual return | 5.43% | 20.34%-14.9pp | 1063.93%-1058.5pp | 41.64%-36.2pp |
| Employer contribution / active EE | $432 | $1,885-77.1% | $2,505-82.8% | $2,551-83.1% |
| Participant deferral / active EE | $4,393 | $2,870+53.0% | $3,888+13.0% | $4,139+6.1% |
| Admin fee / account holder | $5,116 | $3,804+34.5% | $5,065+1.0% | $7,234-29.3% |