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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 | $81,629 | $61,816+32.1% | $97,260-16.1% | $80,935+0.9% |
| Participation rate | 69.0% | 63.5%+5.5pp | 72.7%-3.7pp | 67.7%+1.3pp |
| Annual return | 9.91% | -558.73%+568.6pp | 75.54%-65.6pp | 35.66%-25.8pp |
| Employer contribution / active EE | $1,268 | $1,836-30.9% | $2,721-53.4% | $2,757-54.0% |
| Participant deferral / active EE | $2,108 | $3,027-30.4% | $4,262-50.5% | $4,299-51.0% |
| Admin fee / account holder | $3,842 | $5,166-25.6% | $5,640-31.9% | $6,924-44.5% |