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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 | $62,937 | $50,554+24.5% | $67,681-7.0% | $87,485-28.1% |
| Participation rate | 66.7% | 67.7%-1.1pp | 73.7%-7.1pp | 68.9%-2.3pp |
| Annual return | 10.68% | 17.81%-7.1pp | 590.58%-579.9pp | 26.06%-15.4pp |
| Employer contribution / active EE | $1,626 | $1,988-18.2% | $2,678-39.3% | $2,596-37.4% |
| Participant deferral / active EE | $3,235 | $2,961+9.2% | $3,976-18.6% | $4,274-24.3% |
| Admin fee / account holder | $2,288 | $4,132-44.6% | $6,100-62.5% | $7,775-70.6% |