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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 | $77,882 | $48,277+61.3% | $67,511+15.4% | $80,874-3.7% |
| Participation rate | 67.4% | 66.4%+1.0pp | 72.9%-5.5pp | 67.6%-0.3pp |
| Annual return | 8.60% | 18.27%-9.7pp | 3517.41%-3508.8pp | 35.62%-27.0pp |
| Employer contribution / active EE | $9,733 | $2,021+381.6% | $2,733+256.2% | $2,756+253.2% |
| Participant deferral / active EE | $1,127 | $2,926-61.5% | $4,000-71.8% | $4,297-73.8% |
| Admin fee / account holder | $1,804 | $3,687-51.1% | $3,999-54.9% | $6,935-74.0% |