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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 | $75,817 | $59,006+28.5% | $97,197-22.0% | $74,429+1.9% |
| Participation rate | 64.8% | 63.7%+1.1pp | 72.7%-7.9pp | 67.2%-2.5pp |
| Annual return | 11.01% | 16.04%-5.0pp | 75.47%-64.5pp | 1368.38%-1357.4pp |
| Employer contribution / active EE | $2,016 | $1,894+6.4% | $2,723-26.0% | $2,625-23.2% |
| Participant deferral / active EE | $3,286 | $3,671-10.5% | $4,263-22.9% | $4,348-24.4% |
| Admin fee / account holder | $1,569 | $1,974-20.5% | $5,637-72.2% | $1,944-19.3% |