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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 | $72,125 | $63,346+13.9% | $92,240-21.8% | $70,126+2.9% |
| Participation rate | 63.0% | 68.7%-5.7pp | 76.5%-13.5pp | 69.5%-6.6pp |
| Annual return | 9.59% | 530.19%-520.6pp | 176.29%-166.7pp | 73.15%-63.6pp |
| Employer contribution / active EE | $1,651 | $2,471-33.2% | $3,680-55.1% | $2,343-29.5% |
| Participant deferral / active EE | $3,581 | $2,854+25.5% | $3,897-8.1% | $3,332+7.5% |
| Admin fee / account holder | $600 | $3,841-84.4% | $5,194-88.4% | $4,645-87.1% |