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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 | $66,593 | $35,183+89.3% | $73,550-9.5% | $70,126-5.0% |
| Participation rate | 52.6% | 42.9%+9.7pp | 54.9%-2.3pp | 69.5%-16.9pp |
| Annual return | 12.05% | 26.90%-14.9pp | -15.16%+27.2pp | 73.15%-61.1pp |
| Employer contribution / active EE | $1,402 | $709+97.9% | $1,219+15.0% | $2,343-40.1% |
| Participant deferral / active EE | $3,329 | $1,220+172.9% | $1,804+84.5% | $3,332-0.1% |
| Admin fee / account holder | $6,389 | $2,302+177.5% | $2,320+175.4% | $4,645+37.5% |