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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 | $67,315 | $51,638+30.4% | $68,368-1.5% | $82,448-18.4% |
| Participation rate | 62.2% | 63.6%-1.4pp | 73.8%-11.5pp | 68.1%-5.8pp |
| Annual return | 8.24% | 37.53%-29.3pp | 292.57%-284.3pp | 41.64%-33.4pp |
| Employer contribution / active EE | $1,519 | $2,047-25.8% | $2,649-42.7% | $2,551-40.5% |
| Participant deferral / active EE | $2,807 | $2,914-3.7% | $4,123-31.9% | $4,139-32.2% |
| Admin fee / account holder | $5,145 | $4,643+10.8% | $5,150-0.1% | $7,234-28.9% |