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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 | $50,942 | $51,604-1.3% | $129,295-60.6% | $80,874-37.0% |
| Participation rate | 65.7% | 57.0%+8.7pp | 69.6%-3.9pp | 67.6%-1.9pp |
| Annual return | 6.99% | 20.76%-13.8pp | 9429.28%-9422.3pp | 35.62%-28.6pp |
| Employer contribution / active EE | $1,391 | $1,585-12.2% | $4,157-66.5% | $2,756-49.5% |
| Participant deferral / active EE | $1,466 | $2,670-45.1% | $4,169-64.8% | $4,297-65.9% |
| Admin fee / account holder | $4,085 | $4,310-5.2% | $7,665-46.7% | $6,935-41.1% |