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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 | $50,554+32.8% | $67,681-0.8% | $87,485-23.2% |
| Participation rate | 63.1% | 67.7%-4.6pp | 73.7%-10.6pp | 68.9%-5.8pp |
| Annual return | 5.73% | 17.81%-12.1pp | 590.58%-584.9pp | 26.06%-20.3pp |
| Employer contribution / active EE | $2,503 | $1,988+25.9% | $2,678-6.5% | $2,596-3.6% |
| Participant deferral / active EE | $2,563 | $2,961-13.4% | $3,976-35.5% | $4,274-40.0% |
| Admin fee / account holder | $48,992 | $4,132+1085.5% | $6,100+703.2% | $7,775+530.1% |