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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 | $67,146 | $47,479+41.4% | $62,929+6.7% | $82,448-18.6% |
| Participation rate | 63.1% | 66.9%-3.8pp | 73.1%-10.0pp | 68.1%-5.0pp |
| Annual return | 5.73% | 20.34%-14.6pp | 1063.93%-1058.2pp | 41.64%-35.9pp |
| Employer contribution / active EE | $2,503 | $1,885+32.8% | $2,505-0.1% | $2,551-1.9% |
| Participant deferral / active EE | $2,563 | $2,870-10.7% | $3,888-34.1% | $4,139-38.1% |
| Admin fee / account holder | $48,992 | $3,804+1188.0% | $5,065+867.3% | $7,234+577.2% |