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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 | $24,858 | $62,592-60.3% | $85,693-71.0% | $85,856-71.0% |
| Participation rate | 68.4% | 61.1%+7.3pp | 69.9%-1.4pp | 69.3%-0.9pp |
| Annual return | 9.99% | 23.77%-13.8pp | 21.49%-11.5pp | 318.58%-308.6pp |
| Employer contribution / active EE | $3,020 | $1,755+72.0% | $2,618+15.3% | $2,565+17.7% |
| Participant deferral / active EE | $2,405 | $2,802-14.2% | $3,923-38.7% | $3,952-39.1% |
| Admin fee / account holder | $3,137 | $4,643-32.4% | $6,874-54.4% | $6,261-49.9% |