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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 | $71,784 | $51,638+39.0% | $68,368+5.0% | $82,448-12.9% |
| Participation rate | 69.2% | 63.6%+5.6pp | 73.8%-4.5pp | 68.1%+1.2pp |
| Annual return | 9.81% | 37.53%-27.7pp | 292.57%-282.8pp | 41.64%-31.8pp |
| Employer contribution / active EE | $337 | $2,047-83.5% | $2,649-87.3% | $2,551-86.8% |
| Participant deferral / active EE | $1,827 | $2,914-37.3% | $4,123-55.7% | $4,139-55.9% |
| Admin fee / account holder | $11,924 | $4,643+156.8% | $5,150+131.6% | $7,234+64.8% |