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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 | $48,337+61.1% | $67,560+15.3% | $80,959-3.8% |
| Participation rate | 67.4% | 66.4%+0.9pp | 72.9%-5.6pp | 67.7%-0.3pp |
| Annual return | 8.60% | 18.26%-9.7pp | 3533.50%-3524.9pp | 35.67%-27.1pp |
| Employer contribution / active EE | $9,733 | $2,023+381.2% | $2,737+255.7% | $2,757+253.0% |
| Participant deferral / active EE | $1,127 | $2,928-61.5% | $4,004-71.8% | $4,300-73.8% |
| Admin fee / account holder | $1,804 | $3,695-51.2% | $3,994-54.8% | $6,925-74.0% |