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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 | $59,179 | $56,134+5.4% | $96,161-38.5% | $85,856-31.1% |
| Participation rate | 61.4% | 56.7%+4.6pp | 68.4%-7.1pp | 69.3%-8.0pp |
| Annual return | 9.51% | 42.30%-32.8pp | 192.01%-182.5pp | 318.58%-309.1pp |
| Employer contribution / active EE | $313 | $1,620-80.7% | $2,798-88.8% | $2,565-87.8% |
| Participant deferral / active EE | $1,975 | $2,858-30.9% | $4,349-54.6% | $3,952-50.0% |
| Admin fee / account holder | $8,774 | $3,769+132.8% | $5,538+58.4% | $6,261+40.1% |