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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 | $60,373 | $51,638+16.9% | $129,406-53.3% | $80,959-25.4% |
| Participation rate | 57.9% | 56.9%+1.0pp | 69.6%-11.8pp | 67.7%-9.8pp |
| Annual return | 6.63% | 20.78%-14.1pp | 9468.18%-9461.5pp | 35.67%-29.0pp |
| Employer contribution / active EE | $2,694 | $1,584+70.1% | $4,155-35.2% | $2,757-2.3% |
| Participant deferral / active EE | $4,486 | $2,670+68.0% | $4,167+7.6% | $4,300+4.3% |
| Admin fee / account holder | $70,227 | $4,313+1528.2% | $7,689+813.4% | $6,925+914.1% |