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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 | $63,057 | $53,127+18.7% | $86,597-27.2% | $70,131-10.1% |
| Participation rate | 58.7% | 65.3%-6.6pp | 73.5%-14.9pp | 69.5%-10.9pp |
| Annual return | 11.07% | 27.66%-16.6pp | 964.96%-953.9pp | 73.14%-62.1pp |
| Employer contribution / active EE | $672 | $2,068-67.5% | $2,840-76.3% | $2,342-71.3% |
| Participant deferral / active EE | $2,073 | $2,696-23.1% | $3,609-42.6% | $3,332-37.8% |
| Admin fee / account holder | $3,976 | $3,585+10.9% | $4,906-18.9% | $4,645-14.4% |