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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 | $57,093 | $39,036+46.3% | $80,784-29.3% | $85,851-33.5% |
| Participation rate | 66.7% | 41.6%+25.1pp | 54.2%+12.5pp | 69.3%-2.7pp |
| Annual return | 9.86% | 26.31%-16.5pp | 87.31%-77.5pp | 318.63%-308.8pp |
| Employer contribution / active EE | $989 | $722+36.9% | $1,160-14.8% | $2,565-61.5% |
| Participant deferral / active EE | $2,006 | $1,326+51.3% | $2,145-6.5% | $3,952-49.2% |
| Admin fee / account holder | $1,380 | $2,429-43.2% | $3,380-59.2% | $6,261-78.0% |