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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 | $67,706 | $46,596+45.3% | $64,099+5.6% | $75,181-9.9% |
| Participation rate | 57.1% | 65.9%-8.8pp | 72.3%-15.2pp | 67.2%-10.1pp |
| Annual return | 8.43% | 26.04%-17.6pp | 33.70%-25.3pp | 160.69%-152.3pp |
| Employer contribution / active EE | $1,129 | $1,975-42.8% | $2,748-58.9% | $2,671-57.7% |
| Participant deferral / active EE | $2,036 | $2,837-28.2% | $3,881-47.5% | $4,126-50.6% |
| Admin fee / account holder | $843 | $2,954-71.5% | $3,070-72.5% | $5,650-85.1% |