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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 | $74,963 | $70,684+6.1% | $169,397-55.7% | $75,177-0.3% |
| Participation rate | 68.5% | 64.8%+3.7pp | 77.2%-8.7pp | 67.2%+1.3pp |
| Annual return | 13.31% | 36.38%-23.1pp | 406.23%-392.9pp | 160.75%-147.4pp |
| Employer contribution / active EE | $2,320 | $2,211+4.9% | $4,013-42.2% | $2,671-13.2% |
| Participant deferral / active EE | $4,657 | $4,310+8.1% | $6,223-25.2% | $4,126+12.9% |
| Admin fee / account holder | $16,384 | $5,404+203.2% | $9,017+81.7% | $5,651+189.9% |