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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 | $49,976+34.7% | $66,674+1.0% | $82,637-18.5% |
| Participation rate | 62.2% | 63.1%-0.9pp | 73.7%-11.5pp | 68.1%-5.8pp |
| Annual return | 8.24% | 39.09%-30.9pp | 321.24%-313.0pp | 53.51%-45.3pp |
| Employer contribution / active EE | $1,519 | $1,988-23.6% | $2,620-42.0% | $2,552-40.5% |
| Participant deferral / active EE | $2,807 | $2,847-1.4% | $4,084-31.3% | $4,126-32.0% |
| Admin fee / account holder | $5,145 | $4,594+12.0% | $5,098+0.9% | $7,339-29.9% |