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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 | $63,297 | $31,105+103.5% | $53,647+18.0% | $64,097-1.2% |
| Participation rate | 27.7% | 30.7%-3.0pp | 56.3%-28.6pp | 55.2%-27.5pp |
| Annual return | 13.82% | 22.54%-8.7pp | 358.33%-344.5pp | 34.64%-20.8pp |
| Employer contribution / active EE | $735 | $441+66.8% | $962-23.6% | $1,891-61.1% |
| Participant deferral / active EE | $1,230 | $896+37.2% | $1,813-32.2% | $3,080-60.1% |
| Admin fee / account holder | $2,721 | $2,195+24.0% | $2,460+10.6% | $3,454-21.2% |