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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 | $62,112 | $51,638+20.3% | $68,368-9.2% | $82,448-24.7% |
| Participation rate | 61.8% | 63.6%-1.8pp | 73.8%-11.9pp | 68.1%-6.2pp |
| Annual return | 11.68% | 37.53%-25.9pp | 292.57%-280.9pp | 41.64%-30.0pp |
| Employer contribution / active EE | $2,404 | $2,047+17.5% | $2,649-9.3% | $2,551-5.8% |
| Participant deferral / active EE | $3,480 | $2,914+19.4% | $4,123-15.6% | $4,139-15.9% |
| Admin fee / account holder | $6,105 | $4,643+31.5% | $5,150+18.6% | $7,234-15.6% |