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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 | $65,605 | $47,944+36.8% | $67,834-3.3% | $62,881+4.3% |
| Participation rate | 63.2% | 61.1%+2.1pp | 68.8%-5.6pp | 69.3%-6.1pp |
| Annual return | 2.73% | 11.77%-9.0pp | 138.47%-135.7pp | 20.14%-17.4pp |
| Employer contribution / active EE | $2,064 | $1,562+32.1% | $2,403-14.1% | $2,281-9.5% |
| Participant deferral / active EE | $5,448 | $2,247+142.5% | $3,160+72.4% | $3,203+70.1% |
| Admin fee / account holder | $933 | $3,712-74.9% | $4,622-79.8% | $4,296-78.3% |