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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 | $72,701 | $48,327+50.4% | $67,575+7.6% | $80,935-10.2% |
| Participation rate | 65.6% | 66.4%-0.8pp | 72.9%-7.3pp | 67.7%-2.0pp |
| Annual return | 11.07% | 18.31%-7.2pp | 3528.98%-3517.9pp | 35.66%-24.6pp |
| Employer contribution / active EE | $1,328 | $2,022-34.3% | $2,736-51.5% | $2,757-51.8% |
| Participant deferral / active EE | $3,638 | $2,927+24.3% | $4,003-9.1% | $4,299-15.4% |
| Admin fee / account holder | $6,657 | $3,692+80.3% | $3,993+66.7% | $6,924-3.9% |