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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 | $66,926 | $183,592-63.5% | $155,574-57.0% | $145,877-54.1% |
| Participation rate | 25.0% | 82.7%-57.7pp | 78.2%-53.2pp | 80.3%-55.3pp |
| Annual return | 8.08% | 61.37%-53.3pp | 64.87%-56.8pp | 551.28%-543.2pp |
| Employer contribution / active EE | $1,039 | $5,317-80.5% | $4,676-77.8% | $4,663-77.7% |
| Participant deferral / active EE | $2,025 | $6,466-68.7% | $5,629-64.0% | $6,691-69.7% |
| Admin fee / account holder | $23,415 | $19,316+21.2% | $15,914+47.1% | $13,402+74.7% |