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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 | $63,426 | $58,234+8.9% | $81,783-22.4% | $80,874-21.6% |
| Participation rate | 64.3% | 63.4%+0.8pp | 72.4%-8.1pp | 67.6%-3.4pp |
| Annual return | 9.59% | 41.70%-32.1pp | 775.05%-765.5pp | 35.62%-26.0pp |
| Employer contribution / active EE | $741 | $2,341-68.4% | $2,913-74.6% | $2,756-73.1% |
| Participant deferral / active EE | $2,122 | $3,283-35.3% | $4,320-50.9% | $4,297-50.6% |
| Admin fee / account holder | $5,293 | $4,982+6.2% | $7,380-28.3% | $6,935-23.7% |