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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 | $64,898 | $64,324+0.9% | $118,946-45.4% | $79,852-18.7% |
| Participation rate | 67.9% | 64.9%+3.0pp | 75.4%-7.5pp | 69.6%-1.8pp |
| Annual return | 9.62% | 86.45%-76.8pp | 35.89%-26.3pp | 31.72%-22.1pp |
| Employer contribution / active EE | $894 | $1,836-51.3% | $3,263-72.6% | $2,471-63.8% |
| Participant deferral / active EE | $1,382 | $2,824-51.0% | $4,266-67.6% | $3,740-63.0% |
| Admin fee / account holder | $4,395 | $4,040+8.8% | $6,581-33.2% | $5,306-17.2% |