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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 | $55,996 | $55,930+0.1% | $76,089-26.4% | $80,925-30.8% |
| Participation rate | 63.9% | 62.1%+1.8pp | 69.1%-5.2pp | 67.7%-3.8pp |
| Annual return | 7.60% | 20.58%-13.0pp | 360.94%-353.3pp | 35.65%-28.0pp |
| Employer contribution / active EE | $1,829 | $1,866-2.0% | $2,690-32.0% | $2,756-33.7% |
| Participant deferral / active EE | $2,643 | $3,051-13.4% | $4,259-37.9% | $4,299-38.5% |
| Admin fee / account holder | $11,129 | $5,241+112.4% | $6,418+73.4% | $6,940+60.4% |