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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 | $74,833 | $52,678+42.1% | $75,784-1.3% | $59,633+25.5% |
| Participation rate | 65.0% | 67.2%-2.2pp | 75.8%-10.8pp | 68.7%-3.7pp |
| Annual return | -5.12% | 2.95%-8.1pp | 9.68%-14.8pp | 2041.45%-2046.6pp |
| Employer contribution / active EE | $4,412 | $2,193+101.2% | $3,323+32.8% | $2,203+100.3% |
| Participant deferral / active EE | $2,944 | $2,591+13.7% | $3,652-19.4% | $3,192-7.7% |
| Admin fee / account holder | $5,131 | $3,610+42.1% | $5,300-3.2% | $4,297+19.4% |