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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 | $65,990 | $51,642+27.8% | $129,384-49.0% | $80,935-18.5% |
| Participation rate | 65.5% | 56.9%+8.6pp | 69.6%-4.1pp | 67.7%-2.1pp |
| Annual return | 7.77% | 20.78%-13.0pp | 9461.77%-9454.0pp | 35.66%-27.9pp |
| Employer contribution / active EE | $1,072 | $1,583-32.3% | $4,153-74.2% | $2,757-61.1% |
| Participant deferral / active EE | $3,778 | $2,670+41.5% | $4,166-9.3% | $4,299-12.1% |
| Admin fee / account holder | $29,719 | $4,312+589.3% | $7,686+286.7% | $6,924+329.2% |