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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 | $63,483 | $52,353+21.3% | $120,225-47.2% | $82,448-23.0% |
| Participation rate | 62.7% | 58.3%+4.4pp | 69.6%-6.9pp | 68.1%-5.4pp |
| Annual return | 3.51% | 61.85%-58.3pp | 439.23%-435.7pp | 41.64%-38.1pp |
| Employer contribution / active EE | $1,236 | $1,510-18.2% | $3,475-64.4% | $2,551-51.6% |
| Participant deferral / active EE | $3,172 | $2,627+20.7% | $3,999-20.7% | $4,139-23.4% |
| Admin fee / account holder | $9,541 | $4,363+118.7% | $5,696+67.5% | $7,234+31.9% |