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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 | $56,495 | $58,311-3.1% | $81,882-31.0% | $80,959-30.2% |
| Participation rate | 65.8% | 63.5%+2.3pp | 72.4%-6.6pp | 67.7%-1.9pp |
| Annual return | 10.34% | 41.85%-31.5pp | 779.47%-769.1pp | 35.67%-25.3pp |
| Employer contribution / active EE | $294 | $2,347-87.5% | $2,916-89.9% | $2,757-89.3% |
| Participant deferral / active EE | $4,191 | $3,287+27.5% | $4,323-3.0% | $4,300-2.5% |
| Admin fee / account holder | $5,231 | $4,752+10.1% | $7,360-28.9% | $6,925-24.5% |