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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 | $66,678 | $61,125+9.1% | $94,057-29.1% | $87,485-23.8% |
| Participation rate | 45.5% | 64.1%-18.6pp | 73.3%-27.9pp | 68.9%-23.5pp |
| Annual return | 9.37% | 35.20%-25.8pp | 480.62%-471.3pp | 26.06%-16.7pp |
| Employer contribution / active EE | $854 | $2,136-60.0% | $2,933-70.9% | $2,596-67.1% |
| Participant deferral / active EE | $5,980 | $3,260+83.4% | $4,709+27.0% | $4,274+39.9% |
| Admin fee / account holder | $10,856 | $5,629+92.9% | $7,244+49.9% | $7,775+39.6% |