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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 | $66,432 | $54,690+21.5% | $76,030-12.6% | $74,478-10.8% |
| Participation rate | 63.4% | 60.3%+3.0pp | 69.1%-5.7pp | 67.2%-3.9pp |
| Annual return | 10.16% | 31.92%-21.8pp | 361.54%-351.4pp | 1370.56%-1360.4pp |
| Employer contribution / active EE | $1,557 | $1,781-12.6% | $2,688-42.1% | $2,626-40.7% |
| Participant deferral / active EE | $3,142 | $3,070+2.3% | $4,257-26.2% | $4,350-27.8% |
| Admin fee / account holder | $6,450 | $2,240+188.0% | $6,421+0.5% | $1,946+231.5% |