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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 | $51,606+27.9% | $129,339-49.0% | $80,911-18.4% |
| Participation rate | 65.5% | 57.0%+8.6pp | 69.6%-4.1pp | 67.6%-2.1pp |
| Annual return | 7.77% | 20.76%-13.0pp | 9437.05%-9429.3pp | 35.63%-27.9pp |
| Employer contribution / active EE | $1,072 | $1,582-32.2% | $4,154-74.2% | $2,756-61.1% |
| Participant deferral / active EE | $3,778 | $2,669+41.6% | $4,170-9.4% | $4,297-12.1% |
| Admin fee / account holder | $29,719 | $4,310+589.6% | $7,668+287.6% | $6,935+328.6% |