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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 | $55,457+21.1% | $77,361-13.2% | $94,015-28.6% |
| Participation rate | 63.1% | 69.8%-6.7pp | 75.0%-11.9pp | 70.8%-7.7pp |
| Annual return | 5.73% | 15.57%-9.8pp | 1011.54%-1005.8pp | 17.84%-12.1pp |
| Employer contribution / active EE | $2,503 | $2,255+11.0% | $2,990-16.3% | $2,790-10.3% |
| Participant deferral / active EE | $2,563 | $3,069-16.5% | $3,911-34.5% | $4,249-39.7% |
| Admin fee / account holder | $48,992 | $4,334+1030.4% | $5,894+731.3% | $8,951+447.3% |