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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 | $59,303 | $65,575-9.6% | $86,209-31.2% | $75,181-21.1% |
| Participation rate | 64.5% | 60.5%+4.0pp | 69.0%-4.4pp | 67.2%-2.7pp |
| Annual return | 12.42% | 46.07%-33.7pp | 1169.05%-1156.6pp | 160.69%-148.3pp |
| Employer contribution / active EE | $1,476 | $1,553-5.0% | $2,381-38.0% | $2,671-44.7% |
| Participant deferral / active EE | $3,575 | $3,023+18.2% | $3,986-10.3% | $4,126-13.3% |
| Admin fee / account holder | $1,372 | $5,470-74.9% | $6,853-80.0% | $5,650-75.7% |