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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 | $54,610 | $51,638+5.8% | $68,368-20.1% | $82,448-33.8% |
| Participation rate | 66.7% | 63.6%+3.1pp | 73.8%-7.1pp | 68.1%-1.4pp |
| Annual return | 11.98% | 37.53%-25.6pp | 292.57%-280.6pp | 41.64%-29.7pp |
| Employer contribution / active EE | $1,168 | $2,047-42.9% | $2,649-55.9% | $2,551-54.2% |
| Participant deferral / active EE | $1,305 | $2,914-55.2% | $4,123-68.3% | $4,139-68.5% |
| Admin fee / account holder | $6,343 | $4,643+36.6% | $5,150+23.2% | $7,234-12.3% |