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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 | $67,411 | $50,637+33.1% | $86,582-22.1% | $62,293+8.2% |
| Participation rate | 64.8% | 67.9%-3.1pp | 73.5%-8.8pp | 69.5%-4.8pp |
| Annual return | 12.03% | 20.80%-8.8pp | 965.08%-953.1pp | 28.90%-16.9pp |
| Employer contribution / active EE | $1,260 | $2,075-39.3% | $2,839-55.6% | $2,042-38.3% |
| Participant deferral / active EE | $2,771 | $2,611+6.1% | $3,609-23.2% | $3,169-12.6% |
| Admin fee / account holder | $3,281 | $413+693.8% | $4,904-33.1% | $479+584.4% |