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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 | $69,559 | $51,184+35.9% | $66,439+4.7% | $86,983-20.0% |
| Participation rate | 54.8% | 68.5%-13.7pp | 74.5%-19.7pp | 69.5%-14.8pp |
| Annual return | 8.79% | 17.07%-8.3pp | 757.66%-748.9pp | 25.83%-17.0pp |
| Employer contribution / active EE | $667 | $2,023-67.0% | $2,637-74.7% | $2,584-74.2% |
| Participant deferral / active EE | $3,706 | $2,927+26.6% | $3,876-4.4% | $4,194-11.6% |
| Admin fee / account holder | $8,117 | $4,154+95.4% | $6,173+31.5% | $7,856+3.3% |