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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 | $67,039 | $65,034+3.1% | $90,970-26.3% | $79,856-16.0% |
| Participation rate | 62.9% | 61.6%+1.2pp | 69.0%-6.2pp | 69.6%-6.8pp |
| Annual return | 5.26% | 30.45%-25.2pp | 134.60%-129.3pp | 31.71%-26.5pp |
| Employer contribution / active EE | $1,098 | $1,247-12.0% | $2,122-48.3% | $2,471-55.6% |
| Participant deferral / active EE | $3,844 | $2,512+53.0% | $3,373+14.0% | $3,741+2.8% |
| Admin fee / account holder | $24,282 | $4,536+435.3% | $5,961+307.3% | $5,306+357.6% |