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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 | $54,674+21.5% | $76,089-12.7% | $74,429-10.7% |
| Participation rate | 63.4% | 60.3%+3.0pp | 69.1%-5.7pp | 67.2%-3.8pp |
| Annual return | 10.16% | 31.89%-21.7pp | 360.94%-350.8pp | 1368.38%-1358.2pp |
| Employer contribution / active EE | $1,557 | $1,781-12.6% | $2,690-42.1% | $2,625-40.7% |
| Participant deferral / active EE | $3,142 | $3,071+2.3% | $4,259-26.2% | $4,348-27.7% |
| Admin fee / account holder | $6,450 | $2,238+188.2% | $6,418+0.5% | $1,944+231.7% |