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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 | $69,427 | $70,366-1.3% | $66,674+4.1% | $138,895-50.0% |
| Participation rate | 52.4% | 76.2%-23.8pp | 73.7%-21.3pp | 79.9%-27.5pp |
| Annual return | 7.80% | 386.41%-378.6pp | 321.24%-313.4pp | 145.39%-137.6pp |
| Employer contribution / active EE | $1,242 | $2,765-55.1% | $2,620-52.6% | $4,194-70.4% |
| Participant deferral / active EE | $1,655 | $4,374-62.2% | $4,084-59.5% | $6,396-74.1% |
| Admin fee / account holder | $13,786 | $5,262+162.0% | $5,098+170.4% | $12,562+9.7% |