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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 | $57,242 | $78,690-27.3% | $161,489-64.6% | $87,485-34.6% |
| Participation rate | 67.4% | 67.5%0pp | 78.7%-11.3pp | 68.9%-1.5pp |
| Annual return | 11.94% | 32.74%-20.8pp | 89.72%-77.8pp | 26.06%-14.1pp |
| Employer contribution / active EE | $2,633 | $2,588+1.7% | $4,268-38.3% | $2,596+1.4% |
| Participant deferral / active EE | $2,840 | $3,311-14.2% | $5,630-49.6% | $4,274-33.5% |
| Admin fee / account holder | $392 | $6,724-94.2% | $16,006-97.6% | $7,775-95.0% |