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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 | $67,969 | $76,634-11.3% | $56,054+21.3% | $145,978-53.4% |
| Participation rate | 53.8% | 63.2%-9.4pp | 52.5%+1.4pp | 80.3%-26.4pp |
| Annual return | 5.07% | 3004.33%-2999.3pp | 1705.95%-1700.9pp | 550.52%-545.4pp |
| Employer contribution / active EE | $976 | $1,380-29.3% | $1,039-6.0% | $4,662-79.1% |
| Participant deferral / active EE | $1,619 | $2,622-38.3% | $1,952-17.1% | $6,690-75.8% |
| Admin fee / account holder | $1,722 | $3,321-48.2% | $2,822-39.0% | $13,400-87.2% |