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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 | $71,385 | $70,121+1.8% | $63,803+11.9% | $138,895-48.6% |
| Participation rate | 54.5% | 77.2%-22.7pp | 72.7%-18.2pp | 79.9%-25.4pp |
| Annual return | 6.30% | 946.48%-940.2pp | 543.72%-537.4pp | 145.39%-139.1pp |
| Employer contribution / active EE | $1,988 | $2,882-31.0% | $2,532-21.5% | $4,194-52.6% |
| Participant deferral / active EE | $1,988 | $4,535-56.2% | $3,843-48.3% | $6,396-68.9% |
| Admin fee / account holder | $11,481 | $6,738+70.4% | $5,196+120.9% | $12,562-8.6% |