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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 | $58,311+8.8% | $81,882-22.5% | $80,959-21.7% |
| Participation rate | 64.3% | 63.5%+0.8pp | 72.4%-8.1pp | 67.7%-3.4pp |
| Annual return | 9.59% | 41.85%-32.3pp | 779.47%-769.9pp | 35.67%-26.1pp |
| Employer contribution / active EE | $741 | $2,347-68.4% | $2,916-74.6% | $2,757-73.1% |
| Participant deferral / active EE | $2,122 | $3,287-35.4% | $4,323-50.9% | $4,300-50.6% |
| Admin fee / account holder | $5,293 | $4,752+11.4% | $7,360-28.1% | $6,925-23.6% |