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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 | $73,332 | $65,434+12.1% | $98,483-25.5% | $85,847-14.6% |
| Participation rate | 62.5% | 65.0%-2.5pp | 73.3%-10.8pp | 69.3%-6.8pp |
| Annual return | 6.29% | 21.75%-15.5pp | 1494.38%-1488.1pp | 318.61%-312.3pp |
| Employer contribution / active EE | $724 | $2,169-66.6% | $2,961-75.5% | $2,565-71.8% |
| Participant deferral / active EE | $1,389 | $3,168-56.2% | $4,276-67.5% | $3,952-64.9% |
| Admin fee / account holder | $7,912 | $4,595+72.2% | $5,953+32.9% | $6,261+26.4% |